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Advisor

Jason Sampson

Atlas Private Wealth Advisors · Tampa, Florida

Jason Sampson is a fee-only financial advisor at Atlas Private Wealth Advisors in Tampa, Florida. Atlas Private Wealth Advisors reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.

Percentage of assetsHourlyFixed fees Fee-only

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Facts

FirmAtlas Private Wealth Advisors
Based in Tampa, Florida
Fee model (firm's Form ADV)Percentage of assets · Hourly · Fixed fees
Assets under management$859.8M across 3,017 accounts
SEC registration Investment adviser representative in FL · CRD 7526193
Exams passedSeries 65 (2022)
Firm size29 employees
Disclosures None reported
Websitechampionfinancialteam.com

How Jason's firm compares

  • Atlas Private Wealth Advisors's average account is about $285,000, from its Form ADV (assets managed divided by 3,017 accounts).

What fee-only advisors charge in Florida

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Questions about Jason

Is Jason Sampson a fee-only financial advisor?

Yes, according to SEC records as of October 29, 2026: Jason holds no broker registration, and Atlas Private Wealth Advisors reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.

How does Jason charge for financial advice?

Jason's firm, Atlas Private Wealth Advisors, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.

Where is Jason Sampson based?

Jason Sampson is based in Tampa, Florida.

Is Jason Sampson registered with the SEC?

Yes. Jason Sampson is registered as an investment adviser representative in FL (CRD 7526193), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.

How much does Atlas Private Wealth Advisors manage?

Atlas Private Wealth Advisors reports $859.8M across 3,017 accounts in assets under management.

How do I contact Jason Sampson?

Through Jason's website, championfinancialteam.com.

What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms

Other fee-only advisors in Tampa

Where this information comes from

  • SEC adviser records : the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
  • SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 29, 2026
  • Directory listing last checked October 30, 2026.

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