# David Zallo

> David Zallo is a fee-only financial advisor at SFG Wealth Advisors in Tampa , Florida. David charges a percentage of assets and focuses on small business owners, retirement planning and sustainable & impact investing.

Page: https://find.wellspent.co/advisors/david-zallo/
Built from public directory listings; last checked April 25, 2026.

## Facts

- **Firm:** SFG Wealth Advisors
- **Based in:** Tampa , Florida
- **Fee model:** Percentage of assets
- **Assets under management (firm):** $100M - $500M
- **Specialties:** Small business owners, Retirement planning, Sustainable & impact investing
- **Works with:** High earners, HENRY (High Earners, Not Rich Yet), Founders, Executives, Pre-retirees, Retirees
- **CRD:** 8015117 (https://adviserinfo.sec.gov/individual/summary/8015117)
- **SEC registration:** Investment adviser representative in FL
- **Exams passed:** Series 65 (2025)
- **Firm size:** 6 employees
- **Disclosures:** None reported
- **Website:** https://www.sfgtampa.com/

## About

Let us provide a fresh perspective on what you are doing currently at no obligation. We will review your budget, evaluate your risk tolerance, determine your time horizon, and discuss your short and long term goals. Thereafter, we can come to an agreement on which path best suits your needs going forward. Depending upon the nature of the engagement, we provide advice utilizing an ongoing advisory service arrangement, a flat-fee agreement, or hourly consulting.

## Frequently asked questions

### Is David Zallo a fee-only financial advisor?

Yes. David Zallo is listed in the public advisor directory (listed as fee-only). SEC records as of October 27, 2026 show no broker registration and no commission compensation reported by David's firm.

### How does David charge for financial advice?

David charges a percentage of assets.

### Where is David Zallo based?

David Zallo is based in Tampa , Florida.

### What does David specialize in?

David's specialties include small business owners, retirement planning and sustainable & impact investing. David works with high earners, HENRY (High Earners, Not Rich Yet), founders, executives and pre-retirees.

### Is David Zallo registered with the SEC?

Yes. David Zallo is registered as an investment adviser representative in FL (CRD 8015117), per SEC Investment Adviser Public Disclosure data as of October 27, 2026.

### How much does SFG Wealth Advisors manage?

SFG Wealth Advisors reports $100M - $500M in assets under management.

### How do I contact David Zallo?

Through David's website, www.sfgtampa.com.

## Sources

- Public advisor directory: listed as fee-only
- SEC Investment Adviser Public Disclosure and Form ADV: registration, exams, and firm facts, data as of October 27, 2026

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