Pamela Bergeson
Tailwind Financial Planning · Madeira Beach, Florida
Pamela Bergeson is a fee-only financial advisor at Tailwind Financial Planning in Madeira Beach, Florida, who holds the CFP credential. Pamela charges an ongoing planning fee and a one-time planning fee (ongoing planning from $4,200 a year and one-time plans from $1,800) and focuses on equity compensation, tax planning and estate & legacy planning.
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Specialties
Who they serve
- Executives
- Mid-life transitions
Facts
| Firm | Tailwind Financial Planning |
|---|---|
| Based in | Madeira Beach, Florida |
| Fee model | Ongoing planning fee · One-time planning fee |
| Fees (firm's website) | Ongoing planning from $4,200 a year · One-time plans from $1,800 |
| Works virtually | Yes |
| Accepting new clients | Yes |
| Assets under management | $4.0M across 26 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in CA, FL, TX · CRD 7250964 |
| Exams passed | Series 65 (2019) |
| Firm size | 1 employee |
| Disclosures | None reported |
| Website | www.tailwindfp.com |
| Profile |
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Questions about Pamela
Is Pamela Bergeson a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Pamela holds no broker registration, and Tailwind Financial Planning reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Pamela charge for financial advice?
Pamela charges an ongoing planning fee and a one-time planning fee.
How much does Pamela charge?
According to Tailwind Financial Planning's website, checked October 30, 2026: ongoing planning from $4,200 a year; one-time plans from $1,800.
Does Pamela work with clients virtually?
Yes. Tailwind Financial Planning says on its website that it works with clients remotely.
Where is Pamela Bergeson based?
Pamela Bergeson is based in Madeira Beach, Florida.
What does Pamela specialize in?
Pamela's specialties include equity compensation, tax planning and estate & legacy planning. Pamela works with executives and mid-life transitions.
What credentials does Pamela Bergeson hold?
Pamela Bergeson holds the CFP credential.
Is Pamela Bergeson registered with the SEC?
Yes. Pamela Bergeson is registered as an investment adviser representative in CA, FL and TX (CRD 7250964), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Tailwind Financial Planning manage?
Tailwind Financial Planning reports $4.0M across 26 accounts in assets under management.
How do I contact Pamela Bergeson?
Through Pamela's website, www.tailwindfp.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
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
- Tailwind Financial Planning website : specialties, clients served, and fees, checked October 30, 2026
- 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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