SharpEdge Financial LLC

SharpEdge Financial LLC

Financial Planning for Attorneys

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Privacy Policy

Who we are

Suggested text: Our website address is: http://sharpedge.wpengine.com.

Comments

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An anonymized string created from your email address (also called a hash) may be provided to the Gravatar service to see if you are using it. The Gravatar service privacy policy is available here: https://automattic.com/privacy/. After approval of your comment, your profile picture is visible to the public in the context of your comment.

Media

Suggested text: If you upload images to the website, you should avoid uploading images with embedded location data (EXIF GPS) included. Visitors to the website can download and extract any location data from images on the website.

Cookies

Suggested text: If you leave a comment on our site you may opt-in to saving your name, email address and website in cookies. These are for your convenience so that you do not have to fill in your details again when you leave another comment. These cookies will last for one year.

If you visit our login page, we will set a temporary cookie to determine if your browser accepts cookies. This cookie contains no personal data and is discarded when you close your browser.

When you log in, we will also set up several cookies to save your login information and your screen display choices. Login cookies last for two days, and screen options cookies last for a year. If you select "Remember Me", your login will persist for two weeks. If you log out of your account, the login cookies will be removed.

If you edit or publish an article, an additional cookie will be saved in your browser. This cookie includes no personal data and simply indicates the post ID of the article you just edited. It expires after 1 day.

Embedded content from other websites

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These websites may collect data about you, use cookies, embed additional third-party tracking, and monitor your interaction with that embedded content, including tracking your interaction with the embedded content if you have an account and are logged in to that website.

Who we share your data with

Suggested text: If you request a password reset, your IP address will be included in the reset email.

How long we retain your data

Suggested text: If you leave a comment, the comment and its metadata are retained indefinitely. This is so we can recognize and approve any follow-up comments automatically instead of holding them in a moderation queue.

For users that register on our website (if any), we also store the personal information they provide in their user profile. All users can see, edit, or delete their personal information at any time (except they cannot change their username). Website administrators can also see and edit that information.

What rights you have over your data

Suggested text: If you have an account on this site, or have left comments, you can request to receive an exported file of the personal data we hold about you, including any data you have provided to us. You can also request that we erase any personal data we hold about you. This does not include any data we are obliged to keep for administrative, legal, or security purposes.

Where your data is sent

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SharpEdge Financial LLC is a Registered Investment Adviser registered with the State of Texas. Registration does not imply a certain level of skill or training. Although we provide our services virtually to individuals throughout the United States, we may provide individualized investment advice or recommendations to clients only in jurisdictions where we are properly registered, notice-filed, or exempt from registration. We will verify that we are authorized in the appropriate jurisdictions before providing services to new clients. Please see Disclosures for additional important information.

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Disclosures

Based in Dallas, TX

© 2026 SharpEdge Financial LLC

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Project-Based Planning Pricing

  • One-time flat fee starting at $2,500.
  • Half due up-front, half at delivery.
  • The fee is based on complexity.

Ongoing Planning Pricing

The ongoing planning fee has two components:

  • (1) Initial onboarding fee ranging from $2,000 to $5,000.
  • (2) Ongoing fee ranging from $400-750/month (starts 90 days after beginning of engagement).
  • The fee is based on complexity.

Ongoing Planning +
Investment Management Pricing

This fee is in addition to the Ongoing Planning Services fee

Assets Under Management

Fee

Under $500,000

1.00%

$500,001 - $1,000,000

0.80%

$1,000,001 - $3,000,000

0.60%

$3,000,001 - $10,000,000

0.40%

$10,000,001 +

0.25%

Fee schedules are subject to change.

You Made Partner, Now What?

Free Email Course for New Big Law Partners

In this course, you will learn about:

  • Big Law partners' compensation and taxes.
  • New partner benefits and retirement plans.
  • Strategies to mitigate the impact of the changes on your cash flow.
Sign Up Here

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