Fee-Only Financial Planners in Tampa, FL

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:

Tom LeClaire

CFP®

Caliber Wealth Advisory

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

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

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 form multiple office locations

Maria Erickson

CFP®, MBA

Freedom Financial & Business Planning, LLC

Tampa, FL

Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, College Education Planning, Tax Planning

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!

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 Atlanta, GA and Serving Clients Nationwide

Steve Martin

CFP®, CPA, JD

Oasis Wealth Planning Advisors

Tampa, FL

Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, College Education Planning, Tax Planning

Fee-Only, Tax Focused Financial Planner serving Middle Tennessee and Florida.

David Frisch

CPA, CFP®, PFS

FRISCH FINANCIAL GROUP, INC.

Tampa, FL

Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, College Education Planning, Tax Planning

Fee Only Financial Planner Located in New York City, Melville, NY and Tampa, FL serving Clients Nationwide

Joyce Streithorst

CFP®, MSFS, CDFA®

FRISCH FINANCIAL GROUP, INC.

Tampa, FL

Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, College Education Planning, Tax Planning

Fee Only Financial Planner Located in New York City, Melville, NY and Tampa, FL serving Clients Nationwide

Forrest Baumhover

CFP®, EA

Westchase Financial Planning

Tampa, FL

Specialties: Comprehensive Financial Planning, Understanding military benefits, Helping business owners understand their financial decisions, Educating clients about their finances, Tax Planning, College Education Planning, Investment Management

Fee-Only Financial Planner serving transitioning military personnel and residents of the Tampa, FL area.

Keith Amburgey

Rutherford Asset Planning, Inc.

Tampa, FL

Julie Lawrence

Lawrence Financial Planning, LLC

Tampa, FL

Hannah Cash

Lawrence Financial Planning, LLC

Tampa, FL

  • 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)

    NAPFA Consumer Tools PDF

    Get Your Checklist

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