Michael Shea, CFP®, EA True Equity Wealth Management LLC

Contact this advisor

About Michael Shea, CFP®, EA

Michael is a CERTIFIED FINANCIAL PLANNER™ and enrolled agent. Michael’s practice is focused on serving high net worth individuals, executives, and business owners with their financial planning, investment, and tax matters. As an enrolled agent and has unlimited practice rights in representing clients with their tax matters before the IRS.

Michael has a B.B.A. in Finance from Kennesaw State University’s Coles College of Business. Michael obtained his certificate in financial planning from the University of Georgia’s Terry College of Business. He previously served as a board member of the Middle Tennessee Chapter of the Financial Planning Association (FPA). He is a series 65 licensed Investment Adviser Representative and always acts in his client’s best interest by adhering to the fiduciary standard.

 

Read Michael’s blog here: https://trueequitywealth.com/blog/.

Contact this advisor

Ideal Clients

  • Business Owners
  • Gen X
  • Remote Professionals
  • Sales Professionals

Ways Advisor Charges

  • Monthly Fee
  • Flat Fee
  • Assets Under Management

Fee Options

  • Monthly Fee: $200+/mo
  • Flat Fee: $497+/engagement
  • Assets Under Management: 1.0%

SEC Records

Loading...