Tom LeClaire
Caliber Wealth Advisory · Tampa, Florida
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.
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Who they serve
- Executives
- Retirees
- Pre-retirees
Facts
| Firm | Caliber Wealth Advisory |
|---|---|
| Based in | Tampa, Florida |
| Fee model (firm's Form ADV) | Percentage of assets · Fixed fees |
| Assets under management | $25.1M across 61 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in CT, FL, GA, OK, TX · CRD 5085947 |
| Exams passed | Series 66 (2006) |
| Firm size | 1 employee |
| Disclosures | None reported |
| Website | caliberwealthadvisory.com |
| Profile |
How Tom's firm compares
- Caliber Wealth Advisory's average account is about $412,000, from its Form ADV (assets managed divided by 61 accounts).
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Questions about Tom
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.
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
- XY Planning Network directory listing : XYPN members are fee-only
- Caliber Wealth Advisory 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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