Fee-only adviser · Tampa, FL
Great Blue Financial
Great Blue Financial is a fee-only investment adviser registered with the securities regulator of Florida, with a mailing address in Tampa, Florida (its office is a private residence, so the street address is not published). On its latest Form ADV, filed March 31, 2026, it reports $20M in regulatory assets under management, 28 individual clients and 1 employee who gives 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 | 317084 |
| Office | Tampa, FL (mailing address; office not published) |
| Phone | (813) 822-3832 |
| Website | www.greatbluefinancial.com |
| Regulatory assets under management | $20M |
| Individual clients | 22 non-high-net-worth, 6 high-net-worth |
| Financial planning clients | 26-50 |
| How it charges | Percentage of assets |
| Services | Financial planning, Portfolio management, Pension consulting |
| Employees | 1 |
| Disciplinary disclosures | None reported |
| Latest Form ADV filing | March 31, 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 charges only as a percentage of the assets it manages. Ask about the fee schedule and any account minimum, which Form ADV Part 1 does not record.
- 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 Tampa
- Psi Advisors, LLC $801M
- Instrumental Wealth, LLC $508M
- Northbridge Financial Group, LLC $413M
- Brightwater Advisory, LLC $304M
- Wealth Advisors of Tampa Bay $457M
- Fidelis Capital $2.3B
See all 43 fee-only advisers in Tampa →
Nearby
- Brandon 2 firms
- Lutz 3 firms
- Safety Harbor 2 firms
- Valrico 1 firm
- St. Petersburg 17 firms
- Clearwater 9 firms
- Largo 1 firm
- Palm Harbor 4 firms
Comparing several firms? Tell us what you need and we will suggest fee-only advisers that fit. Work at Great Blue Financial? Update this listing.