# Overshare

> Overshare is a state-registered investment advisory firm, registered since 2019, reporting under $25 million in regulatory assets under management in its Form ADV filing dated March 30, 2026.

- CRD: 300372
- Filed as: OVERSHARE
- Legal name: Overshare Advice and Planning, LLC
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Registered in Texas
- Filing period: October 2026
- Form ADV filing dated: March 30, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/300372
- AdvisorCensus page: https://advisorcensus.com/firm/overshare-300372

## Quick answers

**How is Overshare compensated?**
On its Form ADV (Item 5.E, October 2026), Overshare reports these compensation arrangements: a percentage of assets under its management; hourly charges; fixed fees (other than subscription fees). The amounts are in Item 5 of its Form ADV Part 2A brochure.

**Is Overshare registered with the SEC or a state?**
Overshare is a state-registered investment advisory firm, registered since 2019. Status as filed: APPROVED. CRD 300372.

**How much does Overshare manage?**
Overshare reports $2,615,971 in regulatory assets under management in its Form ADV filing dated March 30, 2026 (100% discretionary).

**What types of clients does Overshare serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (2); high net worth individuals (2).

**Does Overshare report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's public record on IAPD: https://adviserinfo.sec.gov/firm/summary/300372

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)

### Regulatory assets under management (Item 5.F)
- Total: $2,615,971
- Discretionary: $2,615,971
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 2 | $459,079 |
| High net worth individuals | 2 | $2,156,892 |
| Banking or thrift institutions | Not reported | $0 |
| Investment companies | Not reported | $0 |
| Business development companies | Not reported | $0 |
| Pooled investment vehicles (other than investment companies and business development companies) | Not reported | $0 |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | Not reported | $0 |
| Charitable organizations | Not reported | $0 |
| State or municipal government entities (including government pension plans) | Not reported | $0 |
| Other investment advisers | Not reported | $0 |
| Insurance companies | Not reported | $0 |
| Sovereign wealth funds and foreign official institutions | Not reported | $0 |
| Corporations or other businesses not listed above | Not reported | $0 |
| Other | Not reported | $0 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Educational seminars/workshops

### Firm details
- Registered since: 2019 (7 years)
- Employees: 2 total, 1 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: TX
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- alignable.com/frisco-tx/overshare-advice-and-planning-llc
- calendly.com/overshareadvice
- external.friscochamber.com/Financial-Advisors/OverShare-Advice-and-Planning,-LLC-10576
- fb.me/OverShareAdvice
- feeonlynetwork.com/financial-advisor/mike-kurz
- financialservicedirectory.com/texas/frisco/financial-advisor/overshare-advice-and-planning-llc
- hvst.com/organization/overshare-advice-and-planning-llc
- investmenthelp.org
- letsmakeaplan.org/choose-a-cfp-professional/find-a-cfp-professional/Details
- napfa.org/firm/45122/27588
- overshareadvice.com
- paladinregistry.com/financial-advisor/texas/frisco/mike-kurz
- smartasset.com
- udemy.com
- unsplash.com/@overshareadvice
- wealthminder.com/financial-advisors-frisco-TX/mike-kurz/361075
- xyplanningnetwork.com/advisors/mike-kurz-cfp-cpwa
- Instagram @overshareadvice
- LinkedIn @overshare
- LinkedIn @overshareadvice
- X @OverShareAdvice
- YouTube @overshareadvice

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Overshare (CRD 300372): Form ADV filing data as of October 2026.