Sharpedge Financial
7yrs
7 years in the industry
Sharpedge Financial
Location not listed. Legal name: Sharpedge Financial LLC
About the firm
A registered investment advisory firm. It manages about $9.53 million for roughly 32 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; Flat or fixed fees
Typical client size ?$178,125
Assets under management ?$9.53 million
Individual clients32
Median years of experience7
FoundedNot stated
Services
Financial planningInvestment management for individuals and small businessesRetirement plan consulting
Advisors at Sharpedge Financial
1Advisors
7Median years of experience
1States with offices
–Offices
Also known as
Sharpedge Financial LLC
About Sharpedge Financial
How do I contact Sharpedge Financial?
Call the main office at (469) 476-2890. The main office is at , .
How is Sharpedge Financial paid?
The firm reports being paid by a percentage of the assets they manage, flat or fixed fees. Ask for your total yearly cost in dollars.
What services does Sharpedge Financial offer?
Financial planning, Investment management for individuals and small businesses, Retirement plan consulting.
How many advisors work at Sharpedge Financial?
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.