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Financial advisors · Florida

Fee-only financial advisors in Tampa, FL

From SEC and state Form ADV filingsUpdated 2026-11-07

43 fee-only investment advisers have offices in Tampa, Florida, according to their Form ADV filings with the SEC and state regulators. 26 offer hourly or flat-fee arrangements, 15 charge only a percentage of the assets they manage, and 27 provide financial planning. 25 are SEC-registered, which generally means at least $100 million under management; the rest are smaller state-registered practices. 2 firms report disciplinary history and are listed last.

Data from Form ADV filings as of November 6, 2026. Listings are factual and unpaid. Default order puts firms offering financial planning first and high-volume platforms after advice practices; how ordering works.

Showing 43 of 43

Psi Advisors, LLC

13059 W. Linebaugh Ave., Suite 102, Tampa, FL 33626 · (813) 444-0337

  • Percentage of assets
  • Hourly
  • Fixed fee
  • Financial planning
Assets managed
$801M
Individual clients
1,704
Advisory staff
12
Registered with
SEC

Profile · Website · SEC record

Instrumental Wealth, LLC

1 N Dale Mabry Hwy. Ste #1000, Tampa, FL 33609 · (813) 578-7001

  • Percentage of assets
  • Fixed fee
  • Financial planning
Assets managed
$508M
Individual clients
568
Advisory staff
5
Registered with
SEC

Profile · Website · SEC record

Northbridge Financial Group, LLC

4300 West Cypress Street Meridian Two Building, Suite 370, Tampa, FL 33607 · (813) 877-8000

  • Percentage of assets
  • Hourly
  • Fixed fee
  • Financial planning
Assets managed
$413M
Individual clients
482
Advisory staff
7
Registered with
SEC

Profile · Website · SEC record

Wealth Advisors of Tampa Bay

777 South Harbour Island Boulevard Suite 370, Tampa, FL 33602 · (813) 642-7730

  • Percentage of assets
  • Hourly
  • Fixed fee
  • Financial planning
Assets managed
$457M
Individual clients
225
Advisory staff
3
Registered with
SEC

Profile · Website · SEC record

Fidelis Capital

4221 W Boy Scout Blvd Suite 730, Tampa, FL 33607 · (813) 934-6246

  • Percentage of assets
  • Fixed fee
  • Financial planning
Assets managed
$2.3B
Individual clients
218
Advisory staff
12
Registered with
SEC

Profile · Website · SEC record

The Tenret Company, LLC

515 West Bay Street, Tampa, FL 33606 · (727) 599-6201

  • Percentage of assets
  • Hourly
  • Fixed fee
  • Financial planning
Assets managed
$225M
Individual clients
55
Advisory staff
1
Registered with
SEC

Profile · Website · SEC record

DJP Wealth Management, LLC

4830 West Kennedy Boulevard Suite 600, Tampa, FL 33609 · (800) 595-4042

  • Percentage of assets
  • Fixed fee
  • Financial planning
Assets managed
$91M
Individual clients
40
Advisory staff
1
Registered with
FL, TX, VA

Profile · Website · SEC record

Clearwell Group

610 W. de Leon ST., Tampa, FL 33606 · (813) 435-5600

  • Percentage of assets
  • Fixed fee
  • Financial planning
Assets managed
$414M
Individual clients
37
Advisory staff
6
Registered with
SEC

Profile · Website · SEC record

Bayshore Capital

1700 South Macdill Avenue Suite 340, Tampa, FL 33629 · (813) 221-3400

  • Percentage of assets
  • Fixed fee
  • Financial planning
Assets managed
$879M
Individual clients
33
Advisory staff
9
Registered with
SEC

Profile · Website · SEC record

Great Blue Financial

Tampa, FL (office address not published) · (813) 822-3832

  • Percentage of assets
  • Financial planning
Assets managed
$20M
Individual clients
28
Advisory staff
1
Registered with
FL

Profile · Website · SEC record

Intrust Advisors, Inc.

Tampa, FL (office address not published) · (813) 253-2388

  • Percentage of assets
  • Hourly
  • Fixed fee
  • Financial planning
Assets managed
$11M
Individual clients
28
Advisory staff
2
Registered with
FL

Profile · Website · SEC record

Caliber Wealth Advisory

Tampa, FL (office address not published) · (813) 819-3400

  • Percentage of assets
  • Fixed fee
  • Financial planning
Assets managed
$25M
Individual clients
21
Advisory staff
1
Registered with
CT, FL, GA +

Profile · Website · SEC record

Zeniki Wealth

3319 W Swann Ave, Tampa, FL 33609 · (386) 290-8278

  • Percentage of assets
  • Hourly
  • Fixed fee
  • Financial planning
Assets managed
$21M
Individual clients
6
Advisory staff
1
Registered with
FL

Profile · Website · SEC record

Aure Investments

5600 Mariner ST Unit 227, Tampa, FL 33609 · (509) 312-0627

  • Percentage of assets
  • Financial planning
Assets managed
$14M
Individual clients
6
Advisory staff
1
Registered with
FL

Profile · SEC record

Navigar Advisors, Inc.

412 East Madison Street, #916, Tampa, FL 33602 · (813) 514-1070

  • Percentage of assets
  • Hourly
  • Financial planning
Assets managed
$3.2M
Individual clients
5
Advisory staff
1
Registered with
FL

Profile · SEC record

WEALTHADVISOR365

Tampa, FL (office address not published) · (561) 475-2490

  • Percentage of assets
  • Hourly
  • Fixed fee
  • Financial planning
Assets managed
$5.0M
Individual clients
Under 5
Advisory staff
1
Registered with
FL

Profile · Website · SEC record

Truadvisors

3030 N Rocky Point Drive W Suite 280, Tampa, FL 33607 · (813) 212-4000

  • Percentage of assets
Assets managed
$133M
Individual clients
172
Advisory staff
4
Registered with
SEC

Profile · Website · SEC record

Bay Capital

4100 W. Kennedy Boulevard Suite 305, Tampa, FL 33609 · (813) 286-1553

  • Percentage of assets
Assets managed
$56M
Individual clients
165
Advisory staff
2
Registered with
FL, LA

Profile · Website · SEC record

Agw Capital Advisors

511 W. Bay Street Suite 310, Tampa, FL 33606 · (813) 254-4700

  • Percentage of assets
  • Fixed fee
Assets managed
$1.7B
Individual clients
127
Advisory staff
14
Registered with
SEC

Profile · Website · SEC record

Powell Wealth

603 E Jackson ST, Tampa, FL 33602 · (813) 245-2227

  • Percentage of assets
Assets managed
$37M
Individual clients
100
Advisory staff
1
Registered with
FL

Profile · Website · SEC record

Doubleline Capital LP

2002 N. Tampa Street 2nd Floor, Tampa, FL 33602 · (813) 791-7333

  • Percentage of assets
  • Fixed fee
Assets managed
$93.3B
Individual clients
4
Advisory staff
89
Registered with
SEC

Profile · Website · SEC record

Grand Central Investment Group, LLC

324 S. Hyde Park Ave. Suite 390, Tampa, FL 33606 · (813) 251-4200

  • Percentage of assets
  • Hourly
  • Fixed fee
  • Financial planning
Assets managed
$196M
Individual clients
227
Advisory staff
2
Registered with
SEC

Profile · Website · SEC record

Reports disciplinary history. Read the details on the SEC record before engaging.

American Family Legacy Group

3030 N Rocky Point DR W Suite 150, Tampa, FL 33607 · (405) 245-8340

  • Percentage of assets
  • Hourly
  • Fixed fee
  • Financial planning
Assets managed
$45M
Individual clients
112
Advisory staff
3
Registered with
FL, OK

Profile · Website · SEC record

Reports disciplinary history. Read the details on the SEC record before engaging.

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Fee-only advisers near Tampa

Another 44 fee-only firms have offices within 30 miles.

How to choose between them

  1. Decide how you want to pay. Hourly and flat-fee planners suit people who want a plan and will implement it themselves. A percentage-of-assets fee buys ongoing investment management; on $1 million at 1% that is $10,000 a year, every year.
  2. Check the SEC record. Each listing links to the firm’s page on the SEC’s Investment Adviser Public Disclosure site, where you can read the Form ADV Part 2 brochure (fees, minimums, conflicts) and any disciplinary history.
  3. Ask who you will actually work with and what credentials they hold. The advisor versus consultant guide explains which titles are regulated and which are marketing.
  4. Ask about minimums. Form ADV Part 1 does not record account minimums, so they are not shown here. Many asset-based firms require $500,000 or more; hourly planners usually have none.
  5. Get the fee in writing before you sign, including fund expenses and any platform or custody charges on top.

Frequently asked questions

What does fee-only mean?

A fee-only adviser is paid only by its clients, through hourly charges, flat fees, subscriptions or a percentage of the assets it manages. It does not earn commissions on products it recommends. In this directory the label is applied from each firm’s own Form ADV: the firm reports no commission compensation, is not a broker-dealer or registered representative of one, does not act as an insurance agent, and reports no related broker-dealer or insurance agency.

How much does a fee-only financial adviser cost in Tampa?

Form ADV records how firms charge, not what they charge. Of the 43 firms listed here, 26 offer hourly or flat fees and 40 charge a percentage of assets. Each firm’s Form ADV Part 2 brochure, linked from its profile, gives its actual fee schedule. Nationally, asset-based fees commonly run around 1% a year on the first $1 million and fall above that.

How were these Tampa advisers selected?

Every registered investment adviser with an office in Tampa that serves individuals, offers financial planning or portfolio management, and reports no commission or insurance compensation on its Form ADV is listed. Inclusion is free and automatic; no firm pays to appear. The methodology page has the full rules.

Are these advisers fiduciaries?

Registered investment advisers owe their clients a fiduciary duty under the Investment Advisers Act of 1940 for the advice they give. Ask any firm to confirm in writing that it acts as a fiduciary at all times and for all of your accounts.