Kendall Maccagnan
Off the Bay Wealth · Tampa, Florida
Kendall Maccagnan is a fee-only financial advisor at Off the Bay Wealth in Tampa, Florida, who holds the CFP and CPA credentials. Off the Bay Wealth reports charging hourly fees and fixed fees on its Form ADV.
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Facts
| Firm | Off the Bay Wealth |
|---|---|
| Based in | Tampa, Florida |
| Fee model (firm's Form ADV) | Hourly · Fixed fees |
| Credentials | CFP · CPA |
| SEC registration | Investment adviser representative in FL · CRD 8170167 |
| Exams passed | Series 65 (2025) |
| Firm size | 1 employee |
| Disclosures | None reported |
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Questions about Kendall
Is Kendall Maccagnan a fee-only financial advisor?
Yes. Kendall Maccagnan is listed in the NAPFA directory (NAPFA admits only fee-only advisors). SEC records as of October 27, 2026 show no broker registration and no commission compensation reported by Kendall's firm.
How does Kendall charge for financial advice?
Kendall's firm, Off the Bay Wealth, reports charging hourly fees and fixed fees on its SEC Form ADV.
Where is Kendall Maccagnan based?
Kendall Maccagnan is based in Tampa, Florida.
What credentials does Kendall Maccagnan hold?
Kendall Maccagnan holds the CFP and CPA credentials.
Is Kendall Maccagnan registered with the SEC?
Yes. Kendall Maccagnan is registered as an investment adviser representative in FL (CRD 8170167), per SEC Investment Adviser Public Disclosure data as of October 27, 2026.
How do I contact Kendall Maccagnan?
Contact details aren't on file yet. Search for Off the Bay Wealth.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- NAPFA directory listing : NAPFA admits only fee-only advisors
- 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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