# Tom LeClaire

> Tom LeClaire is a fee-only financial advisor at Caliber Wealth Advisory in Tampa, Florida, who holds the CFP credential. Caliber Wealth Advisory reports charging a percentage of assets and fixed fees on its Form ADV.

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

## Facts

- **Firm:** Caliber Wealth Advisory
- **Based in:** Tampa, Florida
- **Fee model (firm's Form ADV):** Percentage of assets; Fixed fees
- **Assets under management (firm):** $25.1M across 61 accounts
- **Credentials:** CFP
- **Works with:** Executives, Retirees, Pre-retirees
- **CRD:** 5085947 (https://adviserinfo.sec.gov/individual/summary/5085947)
- **SEC registration:** Investment adviser representative in CT, FL, GA, OK, TX
- **Exams passed:** Series 66 (2006)
- **Firm size:** 1 employee
- **Disclosures:** None reported
- **Website:** https://caliberwealthadvisory.com

## Frequently asked questions

### Is Tom LeClaire a fee-only financial advisor?

Yes. Tom LeClaire is listed in the NAPFA directory (NAPFA admits only fee-only advisors) and the XY Planning Network directory (XYPN members are fee-only). SEC records as of October 27, 2026 show no broker registration and no commission compensation reported by Tom's firm.

### How does Tom charge for financial advice?

Tom's firm, Caliber Wealth Advisory, reports charging a percentage of assets and fixed fees on its SEC Form ADV.

### Where is Tom LeClaire based?

Tom LeClaire is based in Tampa, Florida.

### What credentials does Tom LeClaire hold?

Tom LeClaire holds the CFP credential.

### Is Tom LeClaire registered with the SEC?

Yes. Tom LeClaire is registered as an investment adviser representative in CT, FL, GA, OK and TX (CRD 5085947), per SEC Investment Adviser Public Disclosure data as of October 27, 2026.

### How much does Caliber Wealth Advisory manage?

Caliber Wealth Advisory reports $25.1M across 61 accounts in assets under management.

### How do I contact Tom LeClaire?

Through Tom's website, caliberwealthadvisory.com.

## Sources

- NAPFA directory listing (https://www.napfa.org/find-an-advisor/firm/39630): NAPFA admits only fee-only advisors
- XY Planning Network directory listing: XYPN members are fee-only
- SEC Investment Adviser Public Disclosure and Form ADV: registration, exams, and firm facts, data as of October 27, 2026
- The firm's website (https://caliberwealthadvisory.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.