A Fee-Only Financial Planner can help you in all aspects of your financial life - comprehensive financial planning, retirement planning, investment management, insurance analysis, and more. From the simple to complex, a Fee-Only Financial Planner can help you work toward your objectives.
Fee-Only Financial Planners in St. Petersburg, FL:
Brian Puckett
CFP® , CPA/PFS, JD
Align Wealth Management
St. Petersburg, FL
Specialties: Comprehensive Financial Planning, Retirement Planning, Investment Management, Business Planning, Estate Planning
Jeff Schlotterbeck
CFP®, DACFP
Water Street Wealth Management
Tampa, FL
Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, College Education Planning, Tax Planning
Fee-Only financial planner located in Tampa Bay, FL, serving clients locally and across the country
Chris Shoup
CFP®
Southshore Financial Planning
Apollo Beach, FL
Specialties: Comprehensive Financial Planning, Retirement Planning, Proactive Tax Planning, Investment Management, Estate & Trust Planning, Education Planning, Gifting Planning, Liability Planning, Risk Planning
Fee-Only financial planner serving clients in Apollo Beach, FL, Tampa, FL and virtually across the country
Maria Erickson
CFP®, MBA
Freedom Financial & Business Planning, LLC
St. Petersburg, FL
Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Strategies, Reviews or Management, Tax Planning & Optimization, Landmine Avoidance
Fee Only, Hourly As-Needed, Financial Planner Located in St. Petersburg and Tampa, FL and Serving Clients Nationwide. Investing with me is not a requirement to get planning help!
Holly Donaldson
CFP®, MBA, MA
Holly Donaldson Financial Planning, LLC
St. Petersburg, FL
Specialties: Comprehensive Financial Planning, Retirement Income Planning, Planning for Fellow Professionals, Advice-Only, Project-Based Flat Fees
Fee-Only Financial Planner serving Tampa, St. Petersburg, Clearwater, and surrounding areas.
Dennis Packard
CFP®
Align Wealth Management
St. Petersburg, FL
Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, College Education Planning, Tax Planning
Fee Only Financial Planner with Offices in Oklahoma City, OK and St. Petersburg/Tampa, FL and Serving Clients Nationwide
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
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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)
