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 Tampa, FL:
David Frisch
CFP®, CPA, PFS
Frisch Financial Group, Inc.
Tampa, FL
Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, Tax Planning, Estate Planning
Fee Only Financial Planner Located in New York City, Melville, NY, White Plains, NY, and Tampa, FL serving Clients Nationwide
Elayne Pisarik
CFP®, CLU®, ChFC®
FirsTrust, LLC
Tampa, FL
Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, College Education Planning, Tax Planning
Fee-Only financial planner located in Tampa, FL, serving clients locally and across the country
Ron Tamayo
CFP®, EA
Moisand Fitzgerald Tamayo, LLC
Tampa, FL
Specialties: Retirement Income Planning, Investment Management, Tax Planning
Fee-Only Financial Planner Located in Orlando and serving clients nationwide
Dan Moisand
CFP®
Moisand Fitzgerald Tamayo, LLC
Tampa, FL
Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, Tax Planning
Fee Only Financial Advisor Serving Melbourne, FL, Orlando, FL and Clients Nationwide
Christopher Cannon
CFA®
FirsTrust, LLC
Tampa, FL
Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, College Education Planning, Tax Planning
Chief Investment Officer at FirsTrust, LLC, a Fee-Only Financial Planning Firm in Daytona Beach, FL serving clients Nationwide from multiple office locations
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.
Joyce Streithorst
CFP®, MSFS, CDFA®
Frisch Financial Group, Inc.
Tampa, FL
Specialties: Comprehensive Financial Planning, Investment Management, Tax Planning, Divorce Financial Planning, ESG Investing (Green & Socially Responsible)
Fee Only Financial Planner Located in New York City, Melville, NY, White Plains, NY, and Tampa, FL serving Clients Nationwide
Stephen Craffen
CFP®, CFA®, CLU®, ChFC®, MBA
Atlas Fiduciary Financial, LLC
Sarasota, FL
Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, College Education Planning, Tax Planning
Fee-Only financial planner located in Oakland, NJ, serving clients locally, the Sarasota office and across the country with "SMARTER FINANCIAL SOLUTIONS FOR YOUR BEST LIFE"
Dr. Laura Mattia
Ph.D, MBA, CFP®
Atlas Fiduciary Financial LLC.
Sarasota, FL
Specialties: Trusted advice and custom solutions, Creating income for retirement, Investment management with less risk, Comprehensive and personal financial planning, Strategies for individuals in transition (widow, divorcee, business owner, retiring executive, new resident), Women and others looking for education and guidance from someone who cares.
Fee-Only financial planner located in SARASOTA, FL, serving clients locally, the Oakland NJ office and across the country with "SMARTER FINANCIAL SOLUTIONS FOR YOUR BEST LIFE"
Michael Koenig
CFP®
FirsTrust, LLC
Tampa, FL
Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, College Education Planning, Tax Planning
Fee-Only Financial Planner Located in Daytona Beach, FL and Serving Clients Nationwide
Justin Porter
CFP®, CPA, PFS, JD
Porter Wealth Management, LLC
Tampa, FL
Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, Tax Planning, Estate Planning, Charitable Planning
CFP®, CPA, PFS, JD - Specialized in retirement distribution planning, tax minimization, and estate planning strategies to maximize the wealth you have worked so hard to create
Mike Salmon
CFP®, EA
Moisand Fitzgerald Tamayo, LLC
Tampa, FL
Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, College Education Planning, Tax Planning
Fee-Only financial planner located in Tampa, FL, serving clients locally and across the country
Curt Stowers
CFP®, PhD, MS
F5 Financial
Venice, FL
Specialties: Comprehensive Financial Planning, Investment Management, Retirement Income Planning, College Education Planning, Tax Planning
Fee-Only Financial Planner located in Naperville, IL, and Chicago, IL, and serving clients across the US.
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
Mel Bond
CFA®, CFP®, CKA®
Oasis Wealth Planning Advisors
Tampa, FL
Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, Tax Planning, College Education Planning
Mel Bond is a Fee-Only, tax focused, holistic financial planner serving as part of a team for clients in Middle Tennessee, Metro Atlanta, GA, Florida, Alabama and beyond with in-person or virtual meetings.
Steve Martin
CFP®, CPA, JD
Oasis Wealth Planning Advisors
Tampa, FL
Specialties: Comprehensive Financial Planning, Retirement Income Planning, Tax Planning and Preparation, Investment Management, Business Succession Planning, Executive Compensation, Social Security and Pension Analysis
Fee-Only, Tax Focused Financial Planners serving as part of an experienced team for clients in Middle Tennessee, Metro Atlanta, Florida, Huntsville (Alabama), Indianapolis and beyond through in-person and video conferencing.
Maria Erickson
CFP®, MBA
Freedom Financial & Business Planning, LLC
Tampa, 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!
Marc Jimenez
CFA® CFP®
CAM Investor Solutions
Land O Lakes, FL
Specialties: Comprehensive Financial Planning, Retirement Income Strategies, Investment Management, Executive Stock and Option Compensation, Tax Planning
We are a fee-only financial planning firm with offices located in Colorado, Florida, and Texas. As a growing wealth management firm, we serve clients around the country.
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
Refine Your Search
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)
