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Tampa, Florida, known for its beautiful white sand beaches and warm year round sunny weather, is a great place to retire. The low cost of living in Tampa is approximately 5% lower than the national average and there are no state income taxes. If you are looking for a financial advisor in Tampa for your retirement planning or your investment planning needs, look no further than WiserAdvisor. There are over 2170 financial advisors to choose from in the Tampa area and finding the right advisor that meets your specific needs, understands your goals and helps you grow your finances transparently could be difficult. That's why we are here to help. Connecting people to vetted financial advisors in our mission.

We have been in business for the last 2 decades and constantly update and maintain a highly trusted directory of vetted fiduciary advisors that meet rigorous standards. You need a financial advisor who will understand your specific financial situation, and has the relevant financial qualifications in Tampa, Florida.

Finding the Top Financial Advisor in Tampa, Florida
Last Updated - 27-Nov-2022

Tampa has 4 WiserAdvisor vetted Financial Planners and Advisors for you to choose from and 227 non-vetted advisors in your local area. These financial advisors in Tampa, Florida have an average of 22 years of experience.

NOTE: The list of financial advisors in Tampa, Florida mentioned below do not include all the advisors in our network due to their compliance listing restrictions. More vetted advisors may be available when you use our free match service to compare financial advisors near you in Tampa, Florida.

Qualified Financial Advisors in Tampa, Florida
Financial Advisor Experience AUM Minimum Assets Fee Structure
Armand Atkinson
5401 W Kennedy Blvd,
Suite# 460,
Tampa, FL 33609
15 Not Specified Not Specified Fee-Based
Nathan Helms
CFP®, CIMA®, Chartered Retirement Planning Counselor (CRPC®)
1001 S Macdill Ave,
Suite 700,
Tampa, FL 33629
14 Not Specified Not Specified Fee-Based
Michael Lehman
3419 Brook Crossing Drive,
Brandon, FL 33511
26 Not Specified $50,000 Fee-Based
Al Osgood
6151 Lake Osprey Drive, Third Floor,
Sarasota, FL 34240
35 $325,000,000 $1,000,000 Fee-Only

Information on Qualified Financial Advisors in Tampa

Qualifications CRD# 5167229
Firm CRD# 112097
Series 7, 66

Compensation/Fee Fee-Based, Hourly, Commissions, Flat Fee, Based on Assets

Office Location 5401 W Kennedy Blvd,
Suite# 460,
Phone Number 813-770-9864

Armand applies his investment and wealth planning experience to provide comprehensive solutions for business owners, families and individuals. He believes in a systematic approach to money management and having a detailed process that is based on the foundation of intellectual rigor and discipline. Armand holds a Masters of Science Degree in Personal Financial Planning. He is a CERTIFIED FINANCIAL PLANNER professional and holds the Certified Investment Management Analyst (CIMA) designation through the Wharton School at the University of Pennsylvania, among other industry recognized designations. He was born in St. Petersburg Florida and grew up in the island of Jamaica. Armand has fond childhood memories of raising goats on his families farm in Hanover, Jamaica. Armand returned to the United States in 2002 and attended Eckerd College in St. Petersburg where he received a degree in Economics. Having grown-up in Jamaica and living on a farm, Armand has a true understanding of hard work & dedication, and understands what it takes to be successful. Armand currently resides in St. Petersburg, Florida and enjoys networking and being active within his community. His hobbies include playing & watching soccer, cycling, and when he is able to get away from the office, traveling. Armand is a member of the following Professional Associations & Organizations: * College for Financial Planning Alumni Association * Eckerd College Alumni Association * Financial Planning Association of Tampa Bay * Investment Management Consultants Association

About Advanced Wealth Planning Group

Armand is an independent financial advisor with the Advanced Wealth Planning Group, located in Tampa, Florida. He and his team are CERTIFIED FINANCIAL PLANNER (CFP) professionals, and function as Fiduciary advisors for his clients when building/managing portfolios or doing comprehensive financial planning. He and his team are eager to hear your story and begin to assist you in creating the chapters ahead. Whether it's planning for retirement, investing in your childrens education or ensuring you receive objective advice on a full-range of financial products, they recognize it's your story. They always put your interests first as they function as Fiduciary Advisors. They will guide you through the financial planning process, help you select appropriate solutions, and ensure consistent monitoring for proactive modifications. From the strength of their team of experienced advisors, to the investment and technology platform provided by RBC Correspondent Services, a division of RBC Capital Markets. Armand, his team, and the Advanced Wealth Planning Group is ready to help you create the future you choose.

Advisory Services Provided:

Financial Planning, Portfolio Management, Retirement Planning, 401K Rollovers, Wealth Management, Money Management, Risk Management, Education Funding and Planning, Financial Advice & Consulting, Financial Planning for Individuals, Financial Planning for Businesses, Investment Advice & Management, Tax Advice and Services, Estate Planning & Trusts, Insurance Products & Annuities

Qualifications CRD# 5362846
Firm CRD# 6413
Series 6, 7, 65, 66

Compensation/Fee Fee-Based, Hourly, Commissions, Flat Fee, Based on Assets

Office Location 1001 S Macdill Ave,
Suite 700,
Phone Number 813-334-6500

I grew up in Winter Haven, FL. Played baseball and basketball through high school. I lettered in baseball at the University of Florida as a pitcher. I enjoy traveling, playing golf, reading, college football, and spending time with friends and family. I have an older brother and sister. My mother is a retired teacher and my father is a judge.

About LPL Financial

Nathan has dedicated his practice to providing his clients with a comprehensive, well integrated financial plan that encompasses all aspects of their financial lives working in concert to help them pursue their goals. From savings and investing to tax planning and protection as well as a thought out plan for the eventual distribution of your assets in the most efficient, tax advantaged way possible so that your assets have the best chance to last your entire lifetime and perhaps beyond. A staple of Nathans business is client service. His relationship with clients is unique in the fact that he proactively communicate with them on a regular basis to answer any questions they have and to make sure they remain on track to reach their goals.

Advisory Services Provided:

Financial Planning, Portfolio Management, Retirement Planning, 401K Rollovers, Wealth Management, Money Management, Risk Management, Education Funding and Planning, Financial Advice & Consulting, Financial Planning for Individuals, Financial Planning for Businesses, Investment Advice & Management, Insurance Products & Annuities

Qualifications CRD# 2534825
Firm CRD# 6413
Series 6, 7, 24, 66

Compensation/Fee Fee-Based

Office Location 3419 Brook Crossing Drive,
Phone Number 813-305-0411

Mike Lehman, MBA, CFP® is the CEO and a LPL Financial Advisor with Focus Wealth Strategies, LLC. In addition to overseeing daily operations and steering the firm's overall growth, Mike works closely with clients to create long-term, personalized financial plans that define their goals and designs portfolios that can help clients pursue their dreams. A registered representative professional since 1994, Mike received a BS from The Ohio State University and his MBA from the University of South Florida. Mike earned his CERTIFIED FINANCIAL PLANNER" Professional designation in 2007. His professional registrations include Series 6, 7, 24, 66 held through LPL Financial, and a Florida Health, Life & Variable Annuity license. Mike is actively involved at New Hope United Methodist Church in Brandon and is a member of the Brandon chapter of Partners in Network. Mike resides in Valrico, Florida with his wife Jill. He enjoys watching football and playing golf in his spare time.

About Focus Wealth Strategies

At Focus Wealth Strategies, our primary focus is your future. As an office of LPL Financial, our goal is to help our clients and their families pursue their financial goals. As an independent, full-service investment firm, we offer our clients a complete range of investment services and products for both individuals and businesses. No matter what financial planning service we are providing we always keep the best interests of our clients as our top priority. LPL Financial is one of the nation's leading financial services companies and a publicly traded company under ticker symbol LPLA. The firm's mission is rooted in the belief that objective financial guidance is a fundamental need for everyone. LPL does not offer proprietary investment products or engage in investment banking activities; this means advisors affiliated with LPL are not pressured or influenced by LPL to sell its products. Thousands of financial advisors nationwide are able to rely on the firm's tools and resources to help them provide financial guidance and recommendations to help meet their clients' needs. For more information about LPL Financial, visit http://www.lpl.com.

Advisory Services Provided:

Financial Planning, Portfolio Management, Retirement Planning, 401K Rollovers, Wealth Management, Money Management, Education Funding and Planning, Financial Advice & Consulting, Financial Planning for Individuals, Investment Advice & Management, Insurance Products & Annuities

Qualifications CRD# 2825858
Firm CRD# 118772

Compensation/Fee Fee-Only, Flat Fee

Office Location 6151 Lake Osprey Drive, Third Floor,
Phone Number 941-924-9300

Al Sr. is a Certified Financial Planner(tm) practitioner and has been providing Fee-Only Wealth Management Services for more than 35 years. Al Sr. founded Financial Freedom in 1981 with a mission to help people with independent and objective advice. That mission has grown to helping many individuals and families accomplish their life goals and dreams with truly Fee-Only Wealth Management Services which includes both Investment Management and Comprehensive Financial Planning. Al Sr. is the Chief Investment Officer and focuses on helping clients develop and maintain well diversified appropriately asset allocated portfolios that are consistent with their risk profiles and "sleep comfort level". Al Sr. developed our SDR (same day response) program where we commit to get back to clients the same day with our world class customer service levels.

About Financial Freedom LLC

Financial Freedom provides Fee-Only Wealth Management Services which includes comprehensive financial planning and investment management services. OUR PRIMARY OBJECTIVE IS TO HELP OUR CLIENTS ACHIEVE THEIR LIFE GOALS AND OBJECTIVES. Unlike many planners, we are Fee-Only Financial Planners. Fee-only planners are compensated solely on the basis of fees paid by their clients and do not accept any commissions or compensation from any other sources. This form of compensation should provide you with a high-level of confidence that you are receiving objective recommendations. Additionally, when working with clients on an on-going basis, we do so utilizing a flat retainer arrangement versus any percentage of assets under management formula. Each year we provide our clients with a Wealth Management Services performance evaluation review. We think that it is important that each client is able to evaluate the overall value that our retainer relationship adds to the achievement of their life goals and objectives. Our business strategy is to maintain a small firm focused on developing in-depth personal relationships with a small number of client families versus a cursory relationship with hundreds of clients. The Osgoods are the firm; they do the analysis and investing; they meet with you wherever you live; you won't be turned over to someone else once you become a client. We are seeking prospective new clients with a minimum of $1 million of investable assets. Check out our website at www.finfree.com for more information. Call us at 610-296-9500 for an initial no-obligation consultation.

Advisory Services Provided:

Wealth Management, Financial Planning for Individuals

Top Financial Advisor Firms in Tampa, Florida (Ranked by AUM)

Firm Name AUM No. of Clients Fee Structure
2002 N. Tampa Street , 2nd Floor,
Tampa, FL 33602
$133,887,255,413 158 A percentage of AUM
Fixed fees
Performance Based
5502 North Nebraska Ave,
Tampa, FL 33604
$9,985,779,183 24 A percentage of AUM
Hourly charges
Fixed fees
511 W. Bay Street , Suite 310,
Tampa, FL 33606
$3,046,270,503 981 A percentage of AUM
Fixed fees
5550 W Executive Dr , Suite 320,
Tampa, FL 33609
$1,091,588,569 1272 A percentage of AUM
2002 N. Tampa Street , Suite 200,
Tampa, FL 33602
$907,804,250 8 A percentage of AUM
732 S. Village Circle,
Tampa, FL 33606
$528,480,456 1535 A percentage of AUM
Hourly charges
Fixed fees
1700 South Macdill Avenue , Suite 340,
Tampa, FL 33629
$412,976,958 38 A percentage of AUM
Performance Based
777 South Harbour Island Boulevard , Suite 370,
Tampa, FL 33602
$344,948,235 328 A percentage of AUM
Hourly charges
Fixed fees
2422 W. Sunset Drive,
Tampa, FL 33629
$220,916,896 892 A percentage of AUM
4902 Eisenhower Blvd , Suite 150,
Tampa, FL 33634
$219,475,431 509 A percentage of AUM
1311 N. Westshore Boulevard , Suite 101,
Tampa, FL 33607
$146,042,843 62 A percentage of AUM
Fixed fees
Performance Based
113 South Blvd , Suite 200,
Tampa, FL 33606
$145,559,802 231 A percentage of AUM
Hourly charges
Fixed fees
1005 West Cleveland Street,
Tampa, FL 33606
$126,955,462 513 A percentage of AUM
Hourly charges
Fixed fees
324 S. Hyde Park Ave. , Suite 390,
Tampa, FL 33606
$124,458,905 416 A percentage of AUM
Hourly charges
Fixed fees
4221 W Boy Scout Blvd , Suite 730,
Tampa, FL 33607
$0 0 A percentage of AUM

    List of Additional Advisors in Tampa, Florida*

    * Additional advisors listing is provided in partnership with Yext

    Financial Advisor Office Location Phone Number
    Alan Edwards
    Inquire with Alan
    12653 Telecom Drive, Tampa, FL  33637 813-663-2022
    Andre Doucette
    Inquire with Andre
    4890 W Kennedy Blvd, Ste 700, Tampa, FL  33609 813-286-5636
    Brent Hulling
    Inquire with Brent
    100 N Tampa St, Ste 3000, Tampa, FL  33602 813-227-2170
    Atlantic Coast Financial Advisors, Inc.
    Inquire with Atlantic
    3800 West Bay To Bay Boulevard, Suite 23, Tampa, FL  33629 813-835-8801
    Brandon Schoeppler
    Inquire with Brandon
    420 S Cedar Ave, Tampa, FL  33606 813-253-3171
    Andrew S Whitmore
    Inquire with Andrew
    7432 Monika Manor Dr, Tampa, FL  33625 813-448-7080
    Brendan Donoghue
    Inquire with Brendan
    4890 W Kennedy Blvd, Ste 700, Tampa, FL  33609 813-286-5652
    Ameen Amin
    Inquire with Ameen
    4890 W Kennedy Blvd, Ste 700, Tampa, FL  33609 813-286-5619
    Adam J. Hall
    Inquire with Adam
    100 N Tampa St, Ste 3000, Tampa, FL  33602 813-227-2127
    21st Century Financial
    Inquire with 21st
    4300 W Cypress St., Suite 800, Tampa, FL  33607 813-281-9200
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