David Zallo
40 year old, family owned, values-based, wealth management firm providing comprehensive financial planning and / or investment management.
SFG Wealth Advisors · Tampa , Florida
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.
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Specialties
Who they serve
- High earners
- HENRY (High Earners, Not Rich Yet)
- Founders
- Executives
- Pre-retirees
- Retirees
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.
Services
- 401(k) & IRA Management
- Asset Allocation
- Alternative Investments
- Charitable Giving
- College/Education Planning
- ESG/Impact Investing
- Financial Advice & Coaching
- Financial Planning
- Insurance Planning
- Insurance/Risk Management
- Investment Management
- Life Transition Planning
- Portfolio Management
- Portfolio Rebalancing
- Retirement Planning
- Risk Management
- Social Security Planning
- Tax Strategy
- Wealth Management
Facts
| Firm | SFG Wealth Advisors |
|---|---|
| Based in | Tampa , Florida |
| Fee model | Percentage of assets |
| Assets under management | $100M - $500M |
| Firm founded | 1985 |
| Firm size | 2 - 5 employees |
| Investment approach | Blend of both |
| SEC registration | Investment adviser representative in FL · CRD 8015117 |
| Exams passed | Series 65 (2025) |
| Firm size | 6 employees |
| Disclosures | None reported |
| Website | www.sfgtampa.com |
| Profile |
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Questions about David
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.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- Public advisor directory : listed as fee-only
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 27, 2026
- Directory listing last checked April 25, 2026.
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