Fee-only adviser · St. Petersburg, FL
Avid Planning
Avid Planning is a fee-only investment adviser registered with the securities regulator of Florida, with its main office in St. Petersburg, Florida. On its latest Form ADV, filed August 24, 2026, it reports $59M in regulatory assets under management, 69 individual clients and 2 employees who give investment advice. It reports no commission compensation, is not registered as a broker-dealer and does not act as an insurance agent.
Key facts from Form ADV
| Registration | State-registered: Florida |
|---|---|
| Firm CRD number | 284332 |
| Office | 360 Central Avenue Suite 1160 St. Petersburg, FL 33701 |
| Phone | (727) 228-6840 |
| Website | www.investavid.com |
| Regulatory assets under management | $59M |
| Individual clients | 45 non-high-net-worth, 24 high-net-worth |
| Financial planning clients | 51-100 |
| How it charges | Percentage of assets, Hourly, Fixed fee |
| Services | Financial planning, Portfolio management, Selection of other advisers |
| Employees | 2 |
| Disciplinary disclosures | None reported |
| Latest Form ADV filing | August 24, 2026 |
Source: the firm’s Form ADV Part 1A as published by the SEC’s Investment Adviser Public Disclosure database, data as of November 6, 2026. Figures are self-reported by the firm.
What this means for you
- It offers hourly or fixed-fee arrangements, so you may be able to pay for a plan without handing over your investments.
- It also charges a percentage of assets managed for ongoing investment management.
- Most of its individual clients are not high-net-worth, so it is likely to work with people who are still building assets.
- It provides financial planning services, not only portfolio management.
- It reports no disciplinary history on Form ADV.
Before you hire any adviser
Read the firm’s Form ADV Part 2 brochure on its SEC record: it sets out fees, minimums, conflicts of interest and who will manage your money. Ask whether the firm acts as a fiduciary for all of your accounts, how it is paid in total, and who holds your assets. Our guide to choosing a financial adviser lists the questions to ask.
Other fee-only advisers in St. Petersburg
- Lighthouse Financial $756M
- Yale Capital Corp. $5.6B
- Sagace Wealth Management $163M
- Burkart Financial Group, Inc. $72M
- Hygge Advisors, LLC $23M
- Personal Asset Management $33M
See all 17 fee-only advisers in St. Petersburg →
Nearby
- Seminole 2 firms
- Largo 1 firm
- Clearwater 9 firms
- Belleair Bluffs 1 firm
- Tampa 43 firms
- Safety Harbor 2 firms
- Bradenton 6 firms
- Dunedin 1 firm
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