Firm
Southshore Financial Planning
Tampa, Florida
Fee-only
Southshore Financial Planning at a glance
- One of 570 fee-only firms based in Florida in the Wellspent graph.
- 1 advisor is listed here, who holds the CFP.
- Its Form ADV reports 1 employee and 35 individual clients, 16 of them high net worth.
- Its average account is about $369,000 (assets it manages divided by its 146 accounts).
- Its ongoing planning fee starts at $12,000 a year, above the Florida median of $4,200.
- Its website says it's taking new clients.
- It works with clients virtually as well as in person.
Fee-only advisors in Florida · What fee-only advisors charge in Florida
Facts
| Based in | Tampa, Florida |
|---|---|
| Website | southshorefp.com |
| [email protected] | |
| Phone | (813) 406-0544 |
Southshore Financial Planning fees
What the firm's own website says it charges, checked October 28, 2026. We keep a price only when the exact words stating it appear on the page.
| Ongoing planning | From $12,000 a year |
|---|---|
| One-time plan | From $4,000 |
| Account minimum | None |
| How it charges | Flat fee · Ongoing planning fee · One-time plans or projects · Hourly |
In the firm's words
"$3,000 / quarter" source
"$4,000 - $6,000 one-time fee" source
"Have minimum assets or account values" source
"$3,000 / quarter" source
For comparison, fee-only firms that publish prices charge a median of $4,500 a year for ongoing planning, $2,000 for a one-time plan, $300 an hour, or 1% of assets. See the fee report.
What its SEC filing says
| Paid by | Hourly · Fixed fees |
|---|---|
| Assets managed | $54 million |
| Individual clients | 19 |
| High-net-worth clients | 16 |
| Accounts managed | 146 |
| Employees | 1 |
| Planning clients | 26-50 |
| Financial planning | Offered |
| Form ADV filed | June 25, 2026 |
| SEC record | CRD 311328 |