# Jeffrey Schlotterbeck

> Jeffrey Schlotterbeck is a fee-only financial advisor at Water Street Wealth Management in Tampa, Florida, who holds the CFP credential. Jeffrey charges a percentage of assets and focuses on retirement planning, crypto & digital assets and equity compensation.

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

## Facts

- **Firm:** Water Street Wealth Management
- **Based in:** Tampa, Florida
- **Fee model:** Percentage of assets
- **Accepting new clients:** Yes (firm's website)
- **Assets under management (firm):** $25M - $100M
- **Credentials:** CFP
- **Specialties:** Retirement planning, Crypto & digital assets, Equity compensation, Pension planning, Estate & legacy planning, Tax planning
- **Works with:** High earners, Executives, Pre-retirees, Retirees
- **Website:** http://waterstreetwealth.com

## About

Water Street Wealth Management is an independent financial advisory firm dedicated to helping individuals, families, and businesses achieve their financial goals with clarity and confidence. We offer comprehensive services including financial planning, investment management, tax-efficient strategies, and estate planning, tailored to each client’s unique needs and objectives. Our approach blends disciplined, evidence-based investing with proactive planning to address all stages of life, from building wealth to preserving it for future generations. As a fiduciary, we prioritize our clients’ best interests, providing transparent advice and ongoing guidance to navigate market changes, life transitions, and evolving priorities. By taking the time to understand each client’s values and long-term vision, we create strategies designed to simplify complexity and deliver meaningful outcomes. Whether planning for retirement, managing a business, or optimizing a legacy, Water Street Wealth Management serves as a trusted partner in building lasting financial security.

## Frequently asked questions

### Is Jeffrey Schlotterbeck a fee-only financial advisor?

Yes. Jeffrey Schlotterbeck is listed in the NAPFA directory (NAPFA admits only fee-only advisors).

### How does Jeffrey charge for financial advice?

Jeffrey charges a percentage of assets.

### Where is Jeffrey Schlotterbeck based?

Jeffrey Schlotterbeck is based in Tampa, Florida.

### What does Jeffrey specialize in?

Jeffrey's specialties include retirement planning, crypto & digital assets, equity compensation, pension planning, estate & legacy planning and tax planning. Jeffrey works with high earners, executives, pre-retirees and retirees.

### What credentials does Jeffrey Schlotterbeck hold?

Jeffrey Schlotterbeck holds the CFP credential.

### How much does Water Street Wealth Management manage?

Water Street Wealth Management reports $25M - $100M in assets under management.

### How do I contact Jeffrey Schlotterbeck?

Through Jeffrey's website, waterstreetwealth.com.

## Sources

- NAPFA directory listing (https://www.napfa.org/find-an-advisor/firm/44602): NAPFA admits only fee-only advisors
- The firm's website (https://www.waterstreetwealth.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.