Fee-Only Financial Advisors in Tampa, FL

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

I can work with clients anywhere!

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

I can work with clients anywhere!

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

I can work with clients anywhere!

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

I can work with clients anywhere!

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.

I can work with clients anywhere!

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

I can work with clients anywhere!

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

I can work with clients anywhere!

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

I can work with clients anywhere!

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

I can work with clients anywhere!

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.

I can work with clients anywhere!

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

I can work with clients anywhere!

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.

I can work with clients anywhere!

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

I can work with clients anywhere!

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

I can work with clients anywhere!

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

I can work with clients anywhere!

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.

I can work with clients anywhere!

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

I can work with clients anywhere!

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

I can work with clients anywhere!

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

I can work with clients anywhere!

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

I can work with clients anywhere!

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

Specialized in retirement distribution planning, tax minimization, and estate planning strategies to maximize the wealth you have worked so hard to create

I can work with clients anywhere!

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

I can work with clients anywhere!

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

I can work with clients anywhere!

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

I can work with clients anywhere!

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

I can work with clients anywhere!

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.

I can work with clients anywhere!

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.

I can work with clients anywhere!

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

I can work with clients anywhere!

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

Carl von dem Bussche Jr

CFP®

Financial Guidance Group, Inc.

Palm Harbor, FL

Pat Green

CFP®

Green Financial Planning

Brooksville, FL

Maria Erickson

CFP®, MBA

Freedom Financial & Business Planning, LLC

Tampa, FL

Cheri Franklin

CFP®, AIF®, CRPC®

Clarity Capital Advisors

, FL

Julie Lawrence

Lawrence Financial Planning, LLC

Tampa, FL

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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)

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