Jorge Soriano
Financial Optimist LLC · Saint Petersburg, Florida
Financial and tax planning for young families and professionals focused on early retirement, with no age or asset minimums.
Jorge Soriano is a fee-only financial advisor at Financial Optimist LLC in Saint Petersburg, Florida, who holds the CFP and EA credentials.
- $6,180
- Ongoing planning, per year, from
- $5,000
- One-time plan, from
- $360
- Hourly rate
- 2013
- First securities exam
What Jorge focuses on
Who Jorge works with
- Early-career professionals
- Executives
- Pre-retirees
About
Jorge Soriano is the founder and CEO of Financial Optimist, a financial and tax planning firm that serves clients regardless of age or assets. He works with motivated professionals, mission-driven couples and young families who are intentional about early retirement and tax optimization, helping them build a healthy relationship with their money.
After his first decade at financial firms in Tampa Bay, Jorge started his own company. He is a CERTIFIED FINANCIAL PLANNER™ professional and an IRS Enrolled Agent, and he keeps things simple, without jargon or complex investment terms. He enjoys strategy, optimization, travel rewards and a good deal, but relationships come first, and he brings a teacher's heart to his work.
Jorge has supported the University of South Florida and financial literacy groups such as Junior Achievement, the Foundation for Financial Planning and Family Reach. In St. Pete, he enjoys the local arts, board games and pickleball.
How does Jorge's firm compare?
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Ongoing planning starts at $6,180 a year, above the Florida median of $4,200 for fee-only firms that publish prices.
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A one-time plan starts at $5,000, above the Florida median of $2,500 for fee-only firms that publish prices.
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The hourly rate is $360, above the Florida median of $300 for fee-only firms that publish prices.
Questions about Jorge
Is Jorge Soriano a fee-only financial advisor?
Yes. Jorge Soriano is listed in the XY Planning Network directory (XYPN members are fee-only), the NAPFA directory (NAPFA admits only fee-only advisors) and the Advice-Only Network (advice-only practices, no product sales). SEC records as of October 27, 2026 show no broker registration and no commission compensation reported by Jorge's firm.
How does Jorge Soriano charge for financial advice?
Jorge Soriano charges a subscription, a one-time planning fee and hourly fees.
How much does Jorge Soriano charge?
According to Financial Optimist LLC's website, checked October 28, 2026: ongoing planning from $6,180 a year; one-time plans from $5,000; $360 an hour.
Does Jorge Soriano work with clients virtually?
Yes. Financial Optimist LLC says on its website that it works with clients remotely.
Where is Jorge Soriano based?
Jorge Soriano is based in Saint Petersburg, Florida.
What does Jorge Soriano specialize in?
Jorge Soriano's specialties include retirement planning, tax planning, small business owners, real estate investors, crypto & digital assets and estate & legacy planning. Jorge works with early-career professionals, executives and pre-retirees.
What credentials does Jorge Soriano hold?
Jorge Soriano holds the CFP and EA credentials.
Is Jorge Soriano registered with the SEC?
Yes. Jorge Soriano is registered as an investment adviser representative in FL (CRD 5772822), per SEC Investment Adviser Public Disclosure data as of October 27, 2026.
How do I contact Jorge Soriano?
Through Jorge Soriano's website, financialoptimist.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
The full record
| Firm | Financial Optimist LLC |
|---|---|
| Based in | Saint Petersburg, Florida |
| Fee model | Subscription · One-time planning fee · Hourly |
| Fees (firm's website) | Ongoing planning from $6,180 a year · One-time plans from $5,000 · $360 an hour |
| Fees (Advice-Only Network profile) | Subscription from $325 a month · One-time plans from $3,200 · $360 an hour |
| Works virtually | Yes |
| Accepting new clients | Yes |
| Credentials | CFP · EA |
| SEC registration | Investment adviser representative in FL · CRD 5772822 |
| Exams passed | Series 66 (2013) |
| Firm size | 1 employee |
| Disclosures | None reported |
| Website | financialoptimist.com |
| Profile |
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Other fee-only advisors in Saint Petersburg
Other advisors in Florida who focus on retirement planning
Where this information comes from
- XY Planning Network directory listing : XYPN members are fee-only
- NAPFA directory listing : NAPFA admits only fee-only advisors
- Advice-Only Network listing : advice-only practices, no product sales
- Financial Optimist LLC 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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