# Chris Shoup

> Chris Shoup is a fee-only financial advisor at Southshore Financial Planning in Tampa, Florida, who holds the CFP credential. Chris charges a flat fee or retainer, an ongoing planning fee, a one-time planning fee and hourly fees (ongoing planning from $12,000 a year and one-time plans from $4,000) and focuses on flat-fee planning, retirement planning and tax planning.

Page: https://find.wellspent.co/advisors/chris-shoup/
Built from public directory listings; last checked April 21, 2026.

## Facts

- **Firm:** Southshore Financial Planning
- **Based in:** Tampa, Florida
- **Fee model:** Flat fee or retainer; Ongoing planning fee; One-time planning fee; Hourly
- **Fees (firm's website):** ongoing planning from $12,000 a year; one-time plans from $4,000; no asset minimum
- **Works virtually:** Yes (firm's website)
- **Accepting new clients:** Yes (firm's website)
- **Assets under management (firm):** $53.8M across 146 accounts
- **Credentials:** CFP
- **Specialties:** Flat-fee planning, Retirement planning, Tax planning, Estate & legacy planning
- **Works with:** Retirees, Pre-retirees
- **CRD:** 4822786 (https://adviserinfo.sec.gov/individual/summary/4822786)
- **SEC registration:** Investment adviser representative in FL
- **Exams passed:** Series 66 (2004)
- **Firm size:** 1 employee
- **Disclosures:** None reported
- **Website:** http://southshorefp.com

## Frequently asked questions

### Is Chris Shoup a fee-only financial advisor?

Yes. Chris Shoup is listed in the NAPFA directory (NAPFA admits only fee-only advisors) and the XY Planning Network directory (XYPN members are fee-only). SEC records as of October 27, 2026 show no broker registration and no commission compensation reported by Chris's firm.

### How does Chris charge for financial advice?

Chris charges a flat fee or retainer, an ongoing planning fee, a one-time planning fee and hourly fees.

### How much does Chris charge?

According to Southshore Financial Planning's website, checked October 28, 2026: ongoing planning from $12,000 a year; one-time plans from $4,000; no asset minimum.

### Does Chris work with clients virtually?

Yes. Southshore Financial Planning says on its website that it works with clients remotely.

### Where is Chris Shoup based?

Chris Shoup is based in Tampa, Florida.

### What does Chris specialize in?

Chris's specialties include flat-fee planning, retirement planning, tax planning and estate & legacy planning. Chris works with retirees and pre-retirees.

### What credentials does Chris Shoup hold?

Chris Shoup holds the CFP credential.

### Is Chris Shoup registered with the SEC?

Yes. Chris Shoup is registered as an investment adviser representative in FL (CRD 4822786), per SEC Investment Adviser Public Disclosure data as of October 27, 2026.

### How much does Southshore Financial Planning manage?

Southshore Financial Planning reports $53.8M across 146 accounts in assets under management.

### How do I contact Chris Shoup?

Through Chris's website, southshorefp.com.

## Sources

- NAPFA directory listing (https://www.napfa.org/find-an-advisor/firm/46136): NAPFA admits only fee-only advisors
- XY Planning Network directory listing: XYPN members are fee-only
- SEC Investment Adviser Public Disclosure and Form ADV: registration, exams, and firm facts, data as of October 27, 2026
- The firm's website (https://www.southshorefp.com/): specialties, clients served, and fees, checked October 28, 2026

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Source: Wellspent, the public graph of fee-only advisors (https://find.wellspent.co). No paid placement.