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 Tampa, 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 Tampa, FL Financial Advisor on FeeOnlyNetwork.com is Verified to be Fee-Only, Fiduciary, and Independent
Tom LeClaire
CFP®, CRPS™
Caliber Wealth Advisory
Tampa, FL
Specialties: Tax Planning, Investment Management, Peace of Mind, Multiple Advisor Coordinations (Legal, Tax, Specialty), Retirement Planning, Relationship Continuity
Fee-Only financial planner located in Tampa, FL, serving clients locally and across the country
Elayne Pisarik
CFP®, ChFC®, M.Tax
FirsTrust
Tampa, FL
Specialties: Wealth Management, Comprehensive Financial Planning, Investment Management, Retirement Income Planning, Strategic Tax Planning, Advanced Estate Planning
Elayne Pisarik, a Certified Financial Planner®, Chartered Financial Consultant®, and Master of Taxation with over 30 years of experience, provides comprehensive wealth management through the FirsTrust FinancialTeam of specialists.
Jeff Schlotterbeck
CFP®, DACFP
Water Street Wealth Management
Tampa, 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
Derrick Chandler
CFP®
Moisand Fitzgerald Tamayo, LLC
Tampa, 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.
Chris Parker
MS, CFP®
Parker Financial Planning, LLC
Bradenton, FL
Specialties: Personal Financial Planning & Consulting, Retirement Planning & Wealth Management, Investment Selection and Asset Allocation, Wealth and Income Management for retirees
Parker Financial Planning is an independent, fee-only advisory firm. Our pledge is qualified, private advisory services with transparent pricing.
Sarah Contino
CFP®
CAM Investor Solutions
Wesley Chapel, FL
Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, College Education Planning, Tax Planning
Fee-Only financial planner located in Wesley Chapel FL, serving clients locally and across the country
Ryan Osborne
CFP®, CFA, EA
Moisand Fitzgerald Tamayo, LLC
Tampa, 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, Analyzing company benefits, Opening investment accounts and putting your cash to work
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.
Stacy Miller
CFP®, MQFP®, CeFT®, MBA
BayView Financial Planning
Tampa, FL
Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, College Education Planning, Tax Planning, Military Transitions
My mission is to guide & empower women, widows, & military-connected families to invest in their own future financial security through the tides of life. I offer financial planning for a flat fee. Investment management may be added at an add'l fee.
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.
David Frisch
CFP®, CPA, PFS
Frisch Financial Group, Inc.
Tampa, FL
Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, Tax Planning, Estate Planning, Wealth Management, Executive Compensation Strategies & Stock Option Planning
At Frisch Financial Group we help our clients protect, preserve, and enhance their wealth through our investment management expertise and financial planning services.
Marc Jimenez
CFA® CFP®
CAM Investor Solutions
Wesley Chapel, FL
Specialties: Comprehensive Financial Planning, Retirement Income Strategies, Investment Management, Executive Stock and Option Compensation, Tax Planning, Business Succession 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.
Ron Tamayo
CFP®, EA
Moisand Fitzgerald Tamayo, LLC
Tampa, 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.
Shawn Gallagher
CFP®, CRPC™®
Frisch Financial Group, Inc.
Tampa, FL
Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, Estate Planning, Tax Planning, Wealth Management, Executive Compensation Strategies & Stock Option Planning
Fee-Only financial planner located in Melville, NY, serving clients locally and across the country
Chris Shoup
CFP®
Southshore Financial Planning
Tampa, 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 Tampa, FL and virtually across the country
Tommy Lucas
CFP®, EA
Moisand Fitzgerald Tamayo, LLC
Tampa, 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.
Gosia Guziak
CFP®
Oasis Wealth Planning Advisors, LLC
Tampa, FL
Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, College Education Planning, Tax Planning, Social Security & Pension Analysis, Executive Compensation
Fee-Only, Tax Focused Financial Planners serving as part of an experienced team for clients in Middle Tennessee, Tampa (FL), Philadelphia (PA) and beyond through in-person and video conferencing.
Brian Sirota
CFP®, ChFC®, MBA
FirsTrust
Tampa, FL
Specialties: Wealth Management, Comprehensive Financial Planning, Investment Management, Retirement Income Planning, Strategic Tax Planning, Advanced Estate Planning
Brian Sirota, a Certified Financial Planner®, Chartered Financial Consultant®, and MBA, leverages his extensive education and expertise to deliver comprehensive wealth management through the FirsTrust FinancialTeam of specialists.
Christopher Cannon
CFA®
FirsTrust
Tampa, FL
Specialties: Wealth Management, Comprehensive Financial Planning, Investment Management, Retirement Income Planning, Strategic Tax Planning, Advanced Estate Planning
Chris Cannon is a 30+ year veteran in the investment industry, a Chartered Financial Analyst® (CFA®), and Chief Investment Officer on the Independent, Fee-Only FinancialTeam at FirsTrust.
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
Michael Koenig
CFP®, J.M.
FirsTrust, LLC
Tampa, FL
Specialties: Wealth Management, Comprehensive Financial Planning, Investment Management, Retirement Income Planning, Strategic Tax Planning, Advanced Estate Planning
Mike Koenig is a CFP® professional and Juris Master of Law with 40 years of experience in the financial service industry, providing comprehensive wealth management services through the FirsTrust FinancialTeam of specialists.
Mel Bond
CFA®, CFP®, CKA®
Oasis Wealth Planning Advisors, LLC
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 Tennessee, Alabama, Florida, Georgia, California, and the Mid-Atlantic region with in-person or virtual meetings.
Steve Martin
CFP®, CPA, JD
Oasis Wealth Planning Advisors, LLC
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 throughout the Southeast including Nashville/Knoxville, Atlanta, Tampa/Orlando, and Louisville, and beyond through in-person and video conferencing.
Curt Stowers
CFP®, PhD, MS
F5 Financial
Venice, FL
Specialties: Comprehensive Financial Planning, Investment Management, Retirement Income Planning, Estate & Legacy Planning, Tax Planning
F5 Financial is a fee-only financial advisory firm that takes a holistic approach to financial planning, personal goals, and behavioral change.
Jason Sacks
CFP®, CFS®
Frisch Financial Group, Inc.
Tampa, FL
Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, Estate Planning, Tax Planning, Wealth Management, Executive Compensation Strategies & Stock Option Planning
Fee-Only financial planner located in Melville, NY, 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)
