What do financial advisors do? A financial advisor can organize and simplify the complexities of your financial life through comprehensive financial planning, retirement planning, investment management and other services tailored to your needs. Working with a financial planner can help you make better financial decisions based on a professionally prepared plan and reduce the stress of life's transitions. Take the next step and find a financial advisor in the St. Petersburg, FL area. Review the verified advisors below. Visit their websites. Contact them directly. Ask lots of questions. FeeOnlyNetwork.com will never collect your information to sell like advisor "matching services".
Every St. Petersburg, FL Financial Advisor on FeeOnlyNetwork.com is Verified to be Fee-Only, Fiduciary, and Independent
Shai Gothreau
Off the Clock Financial Planning
St Pete, FL
Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, Tax Planning, College Education Planning, Budgeting & Cashflow, Debt Management, Estate Planning
Flat-Fee financial planning for Mid-Career Professionals and Pre-Retirees looking to gain confidence in their financial decisions. Based in Tampa, FL but serves clients virtually across the country.
Tommy Lucas
CFP®, EA
Moisand Fitzgerald Tamayo, LLC
St. Petersburg, FL
Specialties: “Recreating a paycheck” in retirement, Assuring cash flow for life without tying up funds in an annuity or other complex, pricey products, Tax Planning and Advice specific to your family, Investment Management, Assuring the less financially inclined spouse in your household is well served if widowed, Assuring your assets are properly protected and managed regardless of the size of your family or your health, Making retirement account rollover, pension, Social Security, and other decisions as retirement approaches
Our mission is to be “A Sanctuary from the Noise®,” offering unbiased, fiduciary financial planning and wealth management tailored just for you. We serve select families and clients nationwide from our 11 Florida locations and our Dallas, TX office.
Cassandra Smalley
CFP®, CFA®
Cassandra Smalley Wealth Management
St. Petersburg, FL
Specialties: Comprehensive Financial Planning, Investment Management, Retirement Income Planning, College Education Planning, Tax Planning, Small Business Retirement Planning
Fee-Only financial advisor serving clients locally and across the country from St. Petersburg, FL
Feraud Calixte
J.D., CFP®
Fortitude Financial Planning
Land O' Lakes, FL
Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, College Education Planning, Tax Planning and Prep, Equity Compensation
Flat Fee and Tax Focused - We specialize in comprehensive financial planning, investment management, and tax preparation for tech professionals, business owners, healthcare professionals, and retirees.
Jeff Schlotterbeck
CFP®, DACFP
Water Street Wealth Management
St. Petersburg, FL
Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, College Education Planning, Tax Planning, Estate Planning
Fee-Only financial planner located in Tampa Bay, FL, serving clients locally and across the country
Filip Telibasa
CFP®
Benzina Wealth, LLC
Sarasota, FL
Specialties: Comprehensive Financial Planning, Business Planning, Financial Independence (Retirement), Cash Flow Analysis, Investment Management, College Education Planning, Tax Planning, Risk Management (Insurance), Estate Planning, Employee Benefits Optimization
Flat, Fee-Only planner serving clients virtually across the United States. We provide security in knowing how much to SAVE for the future and absence of guilt when you SPEND on things you love today.
Dena Minning
CFP®, CFA®, MBA, BS
Personal Asset Management
St. Petersburg, FL
Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, College Education Planning, Tax Planning
Fee-Only financial planner located in St. Petersburg, FL, serving clients locally and across the country
Holly Donaldson
CFP®, MBA, MA
Holly Donaldson Financial Planning, LLC
Gainesville, FL
Specialties: Retirement Income Planning, Planning for Fellow Professionals, Advice-Only, Tax Planning, Second Opinion Project, Investment Advice
Advice-only financial planner in Gainesville, Florida serving clients throughout the U.S. As-needed projects and hourly planning without ongoing fees.
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Fee-Only Financial Advisors never earn commission or sell investment products.
Fee-Only:
Compensated only by the client without earning commission of any kind for product sales or referrals.Fiduciary:
Legally sworn and obligated to always place the interest of the client ahead of their own.Independent:
Not affiliated with any brokerage firm, bank, or insurance company.
Financial Advisor Checklist from the National Association of Personal Financial Planners (NAPFA)
