Fee-only financial advisors in Tampa, Florida
Which fee-only financial advisor should I talk to in Tampa?
Start with a fee-only advisor in Tampa whose record matches what you need, then check their fees and SEC record before you call. Records to start with include Amy Riddell of AFT Financial Planning, Keith Amburgey of Rutherford Asset Planning and Kendall Maccagnan of Off the Bay Wealth, chosen for their credentials and fees on file.
Where to start
Chosen from what each record shows: credentials and fees on file, one advisor per firm.
- Amy Riddell AFT Financial Planning Holds the CFP and CFA. Fees on file: hourly, one-time planning fee.
- Keith Amburgey Rutherford Asset Planning Holds the CFP and CFA. Fees on file: percentage of assets.
- Kendall Maccagnan Off the Bay Wealth Holds the CFP and CPA. Fees on file: hourly, fixed fees.
- Nicklaus Mattingly Heritage Investment Group Holds the CFP. Fees on file: percentage of assets.
- Jeffrey Schlotterbeck Water Street Wealth Management Holds the CFP. Fees on file: percentage of assets.
- Pierre-Emmanuel Jouve InsuraWealth Holds the CFP. Fees on file: percentage of assets, ongoing planning fee.
By the numbers
- Advisors listed
- 71
- Firms
- 50
- Hold the CFP
- 34%
- Other credentials: CFA 8% · CPA 1% · ChFC 4%
- How they charge (of 70 with fees on file): percentage of assets 89% · fixed fees 64% · hourly 47% · flat fee or retainer 7%
Source: Wellspent public graph, data as of . Shares are of advisors listed here; an advisor can hold several credentials or fee types. Methodology
Find an advisor in Tampa by what you need
Find an advisor in Florida by fee, assets, or credential
Questions about fee-only advisors in Tampa
How many fee-only advisors in Tampa are there?
The Wellspent public graph lists 71 fee-only advisors in Tampa, at 50 firms. We counted every advisor record that fits, as of October 2026.
What do fee-only advisors in Tampa focus on?
The most common focus among fee-only advisors in Tampa is retirement planning (19), followed by tax planning (15) and family wealth transfer (15). Advisors can list more than one.
How do fee-only advisors in Tampa charge?
The most common fee among fee-only advisors in Tampa is a percentage of assets, used by 89% of the 70 with fees on file. Many use more than one: 64% charge fixed fees and 47% charge by the hour.
How much do fee-only financial advisors charge in Florida?
Fee-only financial advisors in Florida charge a median of $4,200 a year for ongoing planning. We found this across the published prices of 48 Florida firms.
How many fee-only advisors in Tampa hold the CFP?
34% of the 71 fee-only advisors in Tampa hold the CFP certification, based on the credentials listed on each record.
Does Florida have a state income tax?
No. Florida has no state income tax, so federal tax drives most financial planning for residents.
How current is this list of fee-only advisors in Tampa?
Wellspent last checked these records against SEC records in October 2026 and firm websites in October 2026. Each advisor's page shows the date for that record.
All 71 advisors in Tampa
| Advisor | Firm | City | Credentials | Fees |
|---|---|---|---|---|
| Chris Shoup | Southshore Financial Planning | Tampa | CFP | Flat fee or retainer, Ongoing planning fee |
| Jeffrey Schlotterbeck Water Street Wealth Management is an independent financial advisory firm providing personalized financial planning, investment management, tax strategies, and estate planning for individuals, families, and businesses. | Water Street Wealth Management | Tampa | CFP | Percentage of assets |
| Amy Riddell | AFT Financial Planning | Tampa | CFA, CFP | Hourly, One-time planning fee |
| Stacy Miller | BayView Financial Planning | Tampa | CeFT, CFP, MBA | Flat fee or retainer |
| Keith Amburgey | Rutherford Asset Planning | Tampa | CFP, CFA | Percentage of assets |
| Tom LeClaire | Caliber Wealth Advisory | Tampa | CFP | Percentage of assets, Fixed fees |
| Randy Kurtz | Upper Left Wealth Management | Tampa | CFP | Percentage of assets |
| Matthew Michaels | Fidelis Capital | Tampa | CFP | Percentage of assets, Fixed fees |
| Pierre-Emmanuel Jouve | InsuraWealth | Tampa | CFP | Percentage of assets, Ongoing planning fee |
| Nicklaus Mattingly | Heritage Investment Group | Tampa | CFP | Percentage of assets |
| Anthony Wall | Upper Left Wealth Management | Tampa | Not listed | Percentage of assets |
| Caroline Petty | Uprise | Tampa | CFP | Hourly, Fixed fees |
| Charles Poe | Grand Central Investment Group | Tampa | CFA | Percentage of assets, Hourly |
| Daniel Hernandez | Power Financial Partners | Tampa | CFP | Percentage of assets, Hourly |
| Dianne Hively | Hivest Financial | Tampa | Not listed | Percentage of assets, Hourly |
| Tina Tenret | The Tenret Company | Tampa | CFP | Percentage of assets, Hourly |
| Barry Brindise | Brightwater Advisory | Tampa | CFP | Percentage of assets, Hourly |
| Curtis Diaz | Great Blue Financial | Tampa | CFP | Percentage of assets |
| Daniel Capozzo | Clearwell Group | Tampa | CFA | Percentage of assets, Fixed fees |
| David Zallo 40 year old, family owned, values-based, wealth management firm providing comprehensive financial planning and / or investment management. | SFG Wealth Advisors | Tampa | Not listed | Percentage of assets |
| Johnathan Butler | Fidelis Capital | Tampa | Not listed | Percentage of assets, Fixed fees |
| Joseph McElwee | Legacy Wealth Planning Group | Tampa | CFP | Percentage of assets, Hourly |
| Kate Brunori | PCM Encore | Tampa | Not listed | Percentage of assets, Fixed fees |
| Kendall Maccagnan | Off the Bay Wealth | Tampa | CFP, CPA | Hourly, Fixed fees |
| Matthew Ellis | Fidelis Capital | Tampa | Not listed | Percentage of assets, Fixed fees |
| Michael Sellers | Fidelis Capital | Tampa | Not listed | Percentage of assets, Fixed fees |
| Paul Ayotte | Fidelis Capital | Tampa | Not listed | Percentage of assets, Fixed fees |
| Richard Simonetti | Fidelis Capital | Tampa | Not listed | Percentage of assets, Fixed fees |
| Ryan Cortner | Clearwell Group | Tampa | CFA | Percentage of assets, Fixed fees |
| Terry O'Grady | O'Grady Financial LLC | Tampa | CFP | Percentage of assets, Fixed fees |
| Brynn Albers | Northbridge Financial Group | Tampa | Not listed | Percentage of assets, Hourly |
| Mia Vazquez | Northbridge Financial Group | Tampa | Not listed | Percentage of assets, Hourly |
| Michelle Halpin | Grand Central Investment Group | Tampa | Not listed | Percentage of assets, Hourly |
| Anthony Visintin | Federmann Financial Advisors | Tampa | Not listed | Percentage of assets, Hourly |
| David Robbins | Varney Wealth Management | Tampa | Not listed | Flat fee or retainer |
| Seema Jain | Axiom Paragon Services | Tampa | Not listed | Not listed |
| Wayne Fernow | American Family Legacy Group | Tampa | Not listed | Percentage of assets, Hourly |
| Adam Hruby | InTrust Advisors | Tampa | Not listed | Flat fee or retainer, Hourly |
| Jeffrey Diercks | InTrust Advisors | Tampa | Not listed | Flat fee or retainer, Hourly |
| Timothy Tonn | Cirrus Capital Management | Tampa | Not listed | Percentage of assets |
| Troy Tonn | Cirrus Capital Management | Tampa | Not listed | Percentage of assets |
| Darryl Poisson | DJP Wealth Management | Tampa | Not listed | Percentage of assets, Fixed fees |
| David Maddux | Brightwater Advisory | Tampa | Not listed | Percentage of assets, Hourly |
| Andrew Allen | Instrumental Wealth | Tampa | CFP, ChFC | Percentage of assets, Fixed fees |
| Catherine O'Connor | O'connor Portfolio Management | Tampa | CFP | Percentage of assets |
| David Silver | Instrumental Wealth | Tampa | CFP | Percentage of assets, Fixed fees |
| Jeremy Leeds | Blbb Advisors | Tampa | CFP | Percentage of assets, Fixed fees |
| Keith Downey | Stronghold Wealth Management | Tampa | CFP, ChFC | Percentage of assets |
| Lantz Martin | Nesteggs | Tampa | CFP, ChFC | Percentage of assets, Hourly |
| Richard Alley | Stronghold Wealth Management | Tampa | CFA | Percentage of assets |
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