Chris Shoup
Southshore Financial Planning · Tampa, Florida
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.
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Specialties
Who they serve
- Retirees
- Pre-retirees
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 |
| Accepting new clients | Yes |
| Assets under management | $53.8M across 146 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in FL · CRD 4822786 |
| Exams passed | Series 66 (2004) |
| Firm size | 1 employee |
| Disclosures | None reported |
| Website | southshorefp.com |
| Profile |
How Chris's firm compares
- Ongoing planning starts at $12,000 a year, above the Florida median of $4,200 for fee-only firms that publish prices.
- A one-time plan starts at $4,000, above the Florida median of $2,500 for fee-only firms that publish prices.
- Southshore Financial Planning's average account is about $369,000, from its Form ADV (assets managed divided by 146 accounts).
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Questions about Chris
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.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- NAPFA directory listing : NAPFA admits only fee-only advisors
- XY Planning Network directory listing : XYPN members are fee-only
- Southshore Financial Planning website : specialties, clients served, and fees, checked October 28, 2026
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 27, 2026
- Directory listing last checked April 21, 2026.
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