PlannerFees

Overshare fees and pricing

Financial planner in Frisco, Texas. Registered with state securities regulators.

According to its Form ADV Part 2A brochure dated March 30, 2026, Overshare charges $325 an hour and a flat or project fee of $2,500⁠-⁠$10,000 for financial planning.

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed March 30, 2026. Fees can change, so confirm with the firm before you hire them.

Hourly rate
$325/hr
“In special circumstances, specific and targeted financial planning services or investment analysis services may be offered on an hourly basis at a rate $325 per hour.”
Flat or project fee
$2,500⁠-⁠$10,000
“The one-time flat fee can range between $2,500 to $10,000 with certain cases at a fee amount outside this range.”

Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)

How Overshare bills

Payment and refund terms, quoted from the fee section of the brochure.

  • “Upon termination of investment advisory services for a specific account managed by OverShare, the fee will be prorated, and any unearned fee will be refunded to the client while any unpaid fees will be prorated and billed to the Client or collected.”
  • “The financial planning fee and payment structure may be negotiable in certain cases.”
  • “The initial investment advisory fee is payable when the portfolio is established, prorated for the first partial quarter, if any.”

How Overshare’s fees compare

  • Its hourly rate of $325 is above the Texas median of $275. 67% of the 468 other Texas planners that publish an hourly rate charge less.
  • 5 of the 10 other planners in Frisco that publish an hourly rate charge less.
  • Its flat or project fee of $2,500-$10,000 spans the Texas median of $3,850. 69% of the 401 other Texas planners that publish a flat or project fee charge less.
  • 6 of the 7 other planners in Frisco that publish a flat or project fee charge less.

About Overshare

“Focused on providing advice with an objective, candid and straightforward approach, OverShare was launched from a belief to deliver formalized financial planning services, investment advisory services and wealth management with a dedication to client education and sensitivity to the influences of investor…”
From the firm's description of its advisory business in its Form ADV brochure.
  • Firm size: 2 employees.
  • Credentials named in the brochure: CFP®, ChFC®, and CFA.
  • Meets clients remotely: the brochure mentions virtual or online meetings.
  • Registered as an adviser: 2019 (7 years).

Firm details from Form ADV

How the firm is paid
Hourly fees, fixed or flat fees, percentage of assets under management
Charges a % of assets
Yes
Highest asset based fee in brochure
1.4% a year
Clients
4
Employees
2
Works with
Individuals and high net worth individuals
Services reported to regulators
Financial planning, portfolio management for individuals and small businesses, pension consulting, and educational seminars and workshops
Assets managed
$2,615,971
Registered with
State securities regulators
Disciplinary disclosures
None reported
SEC CRD number
300372
Website
fb.me/OverShareAdvice (opens in new tab)
Phone
(469) 777-6559

Other planners in Frisco that publish fees

Compare all 24 planners in Frisco

Is something on this page wrong or out of date? Email corrections@plannerfees.com and PlannerFees will check it against the firm's latest filing.