Fee-OnlyFinder

Financial planning in Tampa, FL

49 advisers in Tampa offering financial planning. Firms that report providing financial planning services (Form ADV Item 5.G(1)).

All 49

American Family Legacy Group3030 N Rocky Point Dr W, Suite 150 · Tampa, FL 33607 · (405) 245-8340 · Financial planningCRD 154050 · % of assets, Hourly charges, Fixed fees · $44.7 million AUMState registeredNo commissions reportedAssuredpartners Investment Advisors4600 W. Cypress Street, Suite 405 · Tampa, FL 33607 · (407) 708-0050 · Financial planningCRD 309550 · % of assets, Hourly charges, Fixed fees · $3.9 billion AUMSEC registeredNo commissions reportedAure Investments5600 Mariner St Unit 227 · Tampa, FL 33609 · (509) 312-0627 · Financial planningCRD 330101 · % of assets · $14.0 million AUMState registeredNo commissions reportedAxiom Paragon Services LLC13238 Telecom Dr. · Tampa, FL 33637 · (813) 714-3692 · Financial planningCRD 332300 · OtherState registeredNo commissions reportedBayshore Capital1700 South Macdill Avenue, Suite 340 · Tampa, FL 33629 · (813) 221-3400 · Financial planningCRD 110209 · % of assets, Fixed fees, Performance-based fees · $879.2 million AUMSEC registeredNo commissions reportedBaytrust Wealth Management, LLC15316 N Florida Ave · Tampa, FL 33613 · (813) 820-0069 · Financial planningCRD 338822 · % of assets, Hourly charges, Fixed fees · $97.7 million AUMSEC registeredNo commissions reportedBrightwater Advisory, LLC4613 W. North a St. · Tampa, FL 33609 · (813) 251-6310 · Financial planningCRD 169806 · % of assets, Hourly charges, Fixed fees · $303.8 million AUMSEC registeredNo commissions reportedCaliber Wealth Advisory4830 W Kennedy Blvd, Suite 600 · Tampa, FL 33609 · (813) 819-3400 · Financial planningCRD 289319 · % of assets, Fixed fees, Other · $24.1 million AUMState registeredNo commissions reportedCarbon Wealth Management4830 W Kennedy Blvd, Ste 720 · Tampa, FL 33609 · (813) 281-1800 · Financial planningCRD 331891 · % of assets, Fixed fees · $5,000 AUMState registeredNo commissions reportedCassedy Financial Group, INC.113 South Blvd, Suite 200 · Tampa, FL 33606 · (813) 251-0004 · Financial planningCRD 111446 · % of assets, Fixed fees · $248.4 million AUMSEC registeredNo commissions reported
Clearwell Group610 W. De Leon St. · Tampa, FL 33606 · (813) 435-5600 · Financial planningCRD 306186 · % of assets, Fixed fees, Performance-based fees · $413.5 million AUMSEC registeredNo commissions reportedCode Waechter LLC4890 W. Kennedy Blvd., Suite 680 · Tampa, FL 33609 · (813) 287-8775 · Financial planningCRD 289372 · % of assets, Fixed fees · $409.0 million AUMSEC registeredNo commissions reportedCompass Financial Management LLC2422 W. Sunset Drive · Tampa, FL 33629 · (813) 597-6400 · Financial planningCRD 156345 · % of assets · $893.8 million AUMSEC registeredNo commissions reportedConcurrent Investment Advisors, LLC100 S. Ashley Drive, Suite 830 · Tampa, FL 33602 · (813) 709-8800 · Financial planningCRD 323135 · % of assets, Hourly charges, Fixed fees · $15.7 billion AUMSEC registeredNo commissions reportedConscious Capital Wealth Management, LLC601 S. Harbour Blvd, Suite 109 · Tampa, FL 33602 · (860) 659-8299 · Financial planningCRD 174670 · % of assets, Hourly charges, Fixed fees · $131.3 million AUMSEC registeredNo commissions reportedCraft Wealth Services1902 West Kennedy Boulevard, Unit 4 · Tampa, FL 33606 · (813) 337-7747 · Financial planningCRD 289557 · % of assets, Fixed fees · $120.8 million AUMSEC registeredNo commissions reportedDarwin Wealth Management4601 W North a Street · Tampa, FL 33609 · (813) 579-4074 · Financial planningCRD 166585 · % of assets, Hourly charges, Fixed fees · $614.5 million AUMSEC registeredNo commissions reportedDjp Wealth Management, LLC4830 West Kennedy Boulevard, Suite 600 · Tampa, FL 33609 · (800) 595-4042 · Financial planningCRD 153663 · % of assets, Fixed fees · $91.3 million AUMState registeredNo commissions reportedFidelis Capital4221 W Boy Scout Blvd, Suite 730 · Tampa, FL 33607 · (813) 934-6246 · Financial planningCRD 322287 · % of assets, Fixed fees · $2.3 billion AUMSEC registeredNo commissions reportedFlorida Financial Advisors, LLC6550 W Hillsborough Avenue, Suite 130 · Tampa, FL 33634 · (813) 333-1683 · Financial planningCRD 288811 · % of assets, Fixed fees, Other · $456.1 million AUMSEC registeredNo commissions reportedGolden Road Advisors LLC615 W. De Leon St · Tampa, FL 33606 · (813) 491-1593 · Financial planningCRD 314077 · % of assets, Hourly charges, Fixed fees · $237.7 million AUMSEC registeredNo commissions reportedGrand Central Investment Group, LLC324 S. Hyde Park Ave., Suite 390 · Tampa, FL 33606 · (813) 251-4200 · Financial planningCRD 172537 · % of assets, Hourly charges, Fixed fees · $196.2 million AUMSEC registeredNo commissions reportedIndependent Financial Partners3030 North Rocky Point Drive West, Suite 700 · Tampa, FL 33607 · (813) 341-0960 · Financial planningCRD 125112 · % of assets, Hourly charges, Fixed fees · $16.3 billion AUMSEC registeredNo commissions reportedInstrumental Wealth, LLC1 N Dale Mabry Hwy., Ste #1000 · Tampa, FL 33609 · (813) 578-7001 · Financial planningCRD 310788 · % of assets, Fixed fees · $508.0 million AUMSEC registeredNo commissions reportedJ. W. Cole Advisors, INC.4301 Anchor Plaza Parkway, Suite 450 · Tampa, FL 33634 · (813) 935-6776 · Financial planningCRD 112294 · % of assets, Hourly charges, Fixed fees · $8.2 billion AUMSEC registeredNo commissions reportedJaffe Tilchin Investment Partners, LLC15350 N. Florida Ave. · Tampa, FL 33613 · (813) 963-2500 · Financial planningCRD 143608 · % of assets, Fixed fees, Performance-based fees · $2.4 billion AUMSEC registeredNo commissions reportedMutual Trust Asset Mgmt., INC.2701 N. Rocky Point Drive, Suite 1000 · Tampa, FL 33607 · (813) 264-0440 · Financial planningCRD 121364 · % of assets, Fixed fees, Other · $58.4 million AUMSEC registeredNo commissions reportedNavigar Advisors, INC.412 East Madison Street, #916 · Tampa, FL 33602 · (813) 514-1070 · Financial planningCRD 150344 · % of assets, Hourly charges · $3.2 million AUMState registeredNo commissions reportedNorthbridge Financial Group, LLC4300 West Cypress Street, Meridian Two Building, Suite 370 · Tampa, FL 33607 · (813) 877-8000 · Financial planningCRD 310394 · % of assets, Hourly charges, Fixed fees · $413.1 million AUMSEC registeredNo commissions reportedOpinicus3014 West Palmira Ave, Ste. 201 · Tampa, FL 33629 · (813) 443-4767 · Financial planningCRD 168344 · % of assets, Hourly charges, Fixed fees · $297.1 million AUMSEC registeredNo commissions reportedPower Financial Partners, LLC5401 W Kennedy Blvd., Ste. 1020 · Tampa, FL 33609 · (813) 212-2125 · Financial planningCRD 324253 · % of assets, Hourly charges, Fixed fees · $329.1 million AUMSEC registeredNo commissions reportedPsi Advisors, LLC13059 W. Linebaugh Ave., Suite 102 · Tampa, FL 33626 · (813) 444-0337 · Financial planningCRD 285880 · % of assets, Hourly charges, Fixed fees · $800.9 million AUMSEC registeredNo commissions reportedRutherford Asset Planning, INC.14105 Stilton Street · Tampa, FL 33626 · (813) 343-4501 · Financial planningCRD 128036 · % of assets, Fixed fees · $181.3 million AUMSEC registeredNo commissions reportedSfg Wealth Advisors, LLC705 West Azeele Street · Tampa, FL 33606 · (813) 251-9095 · Financial planningCRD 307368 · % of assets, Hourly charges, Fixed fees · $187.7 million AUMSEC registeredNo commissions reportedSickle Hunter Financial Advisors1646 W Snow Avenue, Suite 144 · Tampa, FL 33606 · (813) 321-6423 · Financial planningCRD 172256 · % of assets, Hourly charges, Fixed fees · $45.0 million AUMState registeredNo commissions reportedSolist Financial442 W Kennedy Blvd, Suite 290 · Tampa, FL 33606 · (813) 294-3737 · Financial planningCRD 329317 · % of assets · $130.1 million AUMSEC registeredNo commissions reportedSouthshore Financial Planning1600 E 8th Ave., Ste. A200 · Tampa, FL 33605 · (813) 406-0544 · Financial planningCRD 311328 · Hourly charges, Fixed fees · $53.8 million AUMState registeredNo commissions reportedStronghold Wealth Management L.L.C.1005 West Cleveland Street · Tampa, FL 33606 · (813) 775-7099 · Financial planningCRD 161194 · % of assets · $172.9 million AUMSEC registeredNo commissions reportedStructure Wealth Management, LLC3325 W. Bearss Avenue · Tampa, FL 33618 · (813) 295-8906 · Financial planningCRD 343156 · % of assets, Hourly charges · $165.7 million AUMSEC registeredNo commissions reportedSuncoast Equity Management, LLC5550 W Executive Dr, Suite 320 · Tampa, FL 33609 · (813) 963-0502 · Financial planningCRD 108289 · % of assets · $2.1 billion AUMSEC registeredNo commissions reportedThe Baldwin Group Wealth Advisors, LLC4211 W. Boy Scout Blvd., Suite 800 · Tampa, FL 33607 · (813) 934-2743 · Financial planningCRD 312284 · % of assets, Hourly charges, Fixed fees · $27.3 billion AUMSEC registeredNo commissions reportedThe Tenret Company, LLC515 West Bay Street · Tampa, FL 33606 · (727) 599-6201 · Financial planningCRD 298570 · % of assets, Hourly charges, Fixed fees · $225.4 million AUMSEC registeredNo commissions reportedTrue Life Wealth Management, LLC5401 W Kennedy Blvd Suite 100 · Tampa, FL 33609 · (800) 683-7343 · Financial planningCRD 298899 · % of assets, Hourly charges, Fixed fees · $38.8 million AUMState registeredNo commissions reportedUnique Wealth, LLC4830 W Kennedy Blvd, Ste 100 · Tampa, FL 33609 · (813) 816-2030 · Financial planningCRD 312462 · % of assets, Hourly charges, Fixed fees · $965.6 million AUMSEC registeredNo commissions reportedVectorwealth608 W. Horatio Street, Unit D · Tampa, FL 33606 · (813) 578-4658 · Financial planningCRD 312707 · % of assets · $77.8 million AUMState registeredNo commissions reportedWalser Wealth Management Company, a Limited Liability Company111 W. Oak Avenue, Ste 450 · Tampa, FL 33602 · (866) 929-3258 · Financial planningCRD 206518 · % of assets, Hourly charges, Fixed fees · $339.2 million AUMSEC registeredNo commissions reportedWealth Advisors of Tampa Bay777 South Harbour Island Boulevard, Suite 370 · Tampa, FL 33602 · (813) 642-7730 · Financial planningCRD 162724 · % of assets, Hourly charges, Fixed fees · $456.8 million AUMSEC registeredNo commissions reportedWisdom Financial Planning1304 Desoto Ave, 101 · Tampa, FL 33606 · (813) 254-9500 · Financial planningCRD 145275 · % of assets, Hourly charges, Fixed fees · $165.6 million AUMSEC registeredNo commissions reportedZeniki Wealth3319 W Swann Ave · Tampa, FL 33609 · (386) 290-8278 · Financial planningCRD 328778 · % of assets, Hourly charges, Fixed fees · $20.7 million AUMState registeredNo commissions reported