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
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
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.
Tommy Lucas
CFP®, EA
Moisand Fitzgerald Tamayo, LLC
Tampa, FL
Specialties: Comprehensive Financial Planning, Retirement Income Planning, Tax Planning and Advice, Investment Management, Ongoing and Proactive Monitoring
Fee-Only, Fiduciary Financial Advisors Serving Melbourne, FL, Orlando, FL and Clients Nationwide
Brian Sirota
CFP®, ChFC®, MBA
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, serving clients locally and across the country
Bradley Brescia
CFP®
Moisand Fitzgerald Tamayo, LLC
Tampa, FL
Specialties: Comprehensive Financial Planning, Retirement Income Planning, Tax Planning and Advice, Investment Management, Ongoing and Proactive Monitoring
Fee-Only, Fiduciary Financial Advisors 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
Mike Salmon
CFP®, EA
Moisand Fitzgerald Tamayo, LLC
Tampa, FL
Specialties: Comprehensive Financial Planning, Retirement Income Planning, Tax Planning and Advice, Investment Management, Ongoing and Proactive Monitoring
Fee-Only, Fiduciary Financial Advisors Serving Melbourne, FL, Orlando, FL and Clients Nationwide
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 Parker
MS, CFP®
Parker Financial Planning, LLC
Bradenton, FL
Specialties: Retirement Planning & Wealth Management, Investment Selection and Asset Allocation, Personal Financial Planning & Consulting, Personal Financial Plans, Wealth and Income Management for retirees
Fee-Only Certified Financial Planner™, Registered Investment Advisor and Ramsey Financial Coach
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
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
Fee Only Financial Planner Located in New York City, Melville, NY, White Plains, NY, and Tampa, FL serving Clients Nationwide
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, Tampa, Florida (and beyond), Huntsville (Alabama), Indianapolis and beyond through in-person and video conferencing.
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.
Harry Jones
Edge Capital Partners
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
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
Elayne Pisarik
CFP®, CLU®, ChFC®, M.Tax
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: Comprehensive Financial Planning, Retirement Income Planning, Tax Planning and Advice, Investment Management, Ongoing and Proactive Monitoring
Fee-Only, Fiduciary Financial Advisors Serving Melbourne, FL, Orlando, FL and Clients Nationwide
Curt Stowers
CFP®, PhD, MS
F5 Financial
Venice, FL
Specialties: Comprehensive Financial Planning, Investment Management, Retirement Income Planning, Estate & Legacy 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
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
Dr. Laura Mattia
Ph.D, MBA, CFP®, CDFA®
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, from the Oakland, NJ office, and across the country with SMARTER FINANCIAL SOLUTIONS FOR YOUR BEST LIFE.
Derrick Chandler
CFP®
Moisand Fitzgerald Tamayo, LLC
Tampa, FL
Specialties: Comprehensive Financial Planning, Retirement Income Planning, Tax Planning and Advice, Investment Management, Ongoing and Proactive Monitoring
Fee-Only, Fiduciary Financial Advisors Serving Melbourne, FL, Orlando, FL and Clients Nationwide
Tom LeClaire
CFP®, AIF®, CRPS®
Caliber Wealth Advisory
Tampa, FL
Specialties: Retirement Planning, Wealth Management for Women, Retirement Plans - 401(k), 403(b), IRA
Fee-Only financial planner located in Tampa, FL, serving clients locally and across the country
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.
Ryan Osborne
CFP®, EA
Moisand Fitzgerald Tamayo, LLC
Tampa, FL
Specialties: Comprehensive Financial Planning, Retirement Income Planning, Tax Planning and Advice, Investment Management, Ongoing and Proactive Monitoring
Fee-Only, Fiduciary Financial Advisors Serving Melbourne, FL, Orlando, FL and Clients Nationwide
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
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
Michael Koenig
CFP®, JM
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
Elizabeth Mackie
CPA, CFP®
Edge Capital Partners
Tampa, FL
Specialties: Comprehensive Financial Planning, Customized Investment Management, Family Office Services, College Education Planning, Asset Management
Fee-Only financial planner located in Tampa, 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)
