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Advisors / Texas / Corpus Christi
26yrs

Michael Sharp

Financial advisor at Stonewater Wealth Management

Michael Sharp is a fiduciary financial advisor in Corpus Christi, Texas, with 26 years in the industry. Michael joined Stonewater Wealth Management in 2022, after five years at Dalton Strategic Investment Services and a year at Strategic Financial Concepts. Stonewater Wealth Management offers investment management and is paid through a percentage of assets.

One of 197 advisors with offices in Corpus Christi, and one of 183 fiduciaries.

Corpus Christi, TX 78411Top advisor by experience at Stonewater Wealth ManagementFiduciary advisor
Call the officeDirections

At a glance

Experience26 years (since 2001)
How that compares ?Top advisor by experience at Stonewater Wealth Management
Office4639 Corona Dr Suite 9, Corpus Christi, TX 78411
How the firm is paid ?Percent of assets
Typical client at the firm ?$102,904
Advisors at the firm6
States licensed ?1 state

Services through Stonewater Wealth Management

Investment management for individuals and small businesses

Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.

Licenses

Exams passed, from the official record. Tap a license to see what it allows.

Series 63Uniform Securities Agent State Law Examination
Series 65Uniform Investment Adviser Law Examination

Career

  1. 2022 – now
  2. 2012 – 2022
  3. 2008 – 2012
    Dalton Strategic Investment Services Inc.Previously
  4. Apr 2007 – Dec 2007
  5. Feb 2006 – Apr 2007
    Oxford Asset Management, LLCPreviously
  6. 2002 – 2006
    American General Securities IncorporatedPreviously

Questions to ask Michael

Tailored to Michael’s registration and firm.

  1. What's your succession plan, and who would work with me if you retire?
  2. Where would my money be held, and will I get statements directly from that firm?
  3. What would I pay in total each year, in dollars, including fund and trading costs?

My notes and scorecard

Sign in to keep private notes, score your first meeting, and track this advisor alongside others.

About Michael

How do I contact Michael?

Call Stonewater Wealth Management at (361) 482-0699 and ask for Michael Sharp. Michael works from the Corpus Christi, TX office.

How long has Michael been a financial advisor?

Michael has been in the industry since 2001, about 26 years. Top advisor by experience at Stonewater Wealth Management.

What licenses does Michael hold?

Series 63, Series 65. Tap any license on this page to see what it allows.

Is Michael a fiduciary?

Michael is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.

How is Michael paid?

Stonewater Wealth Management reports being paid by a percentage of the assets they manage. Ask Michael for your total yearly cost in dollars.

Official record as of October 3, 2026.

This profile is for information only and is not financial advice or a recommendation.

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