Overshare
28yrs
Top 17% by experience in Frisco
Overshare
Location not listed. Legal name: Overshare Advice and Planning, LLC
About the firm
A registered investment advisory firm. It manages about $2.62 million for roughly 4 individual clients. Services include financial planning, investment management for individuals and small businesses, retirement plan consulting.
How they work
How they’re paid ?A percentage of the assets they manage; Hourly fees; Flat or fixed fees
Typical client size ?$653,993
Assets under management ?$2.62 million
Individual clients4
Median years of experience28
FoundedNot stated
Services
Financial planningInvestment management for individuals and small businessesRetirement plan consultingEducational seminars and workshops
Advisors at Overshare
1Advisors
28Median years of experience
1States with offices
–Offices
Also known as
Overshare Advice and Planning, LLC
About Overshare
How do I contact Overshare?
Call the main office at 469-777-6559. The main office is at , .
How is Overshare paid?
The firm reports being paid by a percentage of the assets they manage, hourly fees, flat or fixed fees. Ask for your total yearly cost in dollars.
What services does Overshare offer?
Financial planning, Investment management for individuals and small businesses, Retirement plan consulting, Educational seminars and workshops.
How many advisors work at Overshare?
We list 1 advisor currently registered with the firm.
Official record as of October 3, 2026.
This profile is for information only and is not financial advice or a recommendation.