{
  "path": "/advisors/fl/tampa/flat-fee",
  "url": "https://advisorcensus.com/advisors/fl/tampa/flat-fee",
  "page_type": "metro_fee",
  "title": "Flat-fee financial advisors in Tampa, FL",
  "filters": {},
  "scope_total": 120,
  "faq": [
    {
      "q": "How many financial advisory firms are there in Tampa, FL?",
      "a": "AdvisorCensus lists 260 investment advisory firms with a principal office in the Tampa metro area, from Form ADV filings as of October 2026: 140 SEC-registered, 94 state-registered, and 26 exempt reporting advisers. Firms may request removal, so the count can differ slightly from the number of firms that file Form ADV."
    },
    {
      "q": "How many fee-only financial advisors are in Tampa, FL?",
      "a": "56 of the 260 firms meet AdvisorCensus's fee-only test: paid only by a percentage of assets, hourly charges, fixed fees, or subscription fees on Form ADV Item 5.E (no commissions, performance-based fees, or other compensation), with no sales-related compensation ties in the same filing: no employee registered with a broker-dealer or licensed as an insurance agent (Item 5.B), no brokerage, insurance, real estate, or other product sales business (Item 6.A), no related broker-dealer, insurance company, real estate broker, or futures commission merchant (Item 7.A), and no referral fees from others or other sales interest (Item 8). Form ADV has no fee-only box, so this is derived from the filing; it is not a fee-only certification, and a firm's own page lists its compensation arrangements as filed."
    },
    {
      "q": "How many financial advisors in Tampa, FL offer financial planning?",
      "a": "150 of the 234 firms in Tampa, FL that answer Form ADV Item 5.G, which asks what advisory services a firm provides, report financial planning services, as of October 2026. Exempt reporting advisers do not answer Item 5.G. Each firm page lists every advisory service the firm reports."
    },
    {
      "q": "Are the financial advisors in Tampa, FL fiduciaries?",
      "a": "Every firm on this page is an investment adviser that files Form ADV, and an investment adviser owes its clients a fiduciary duty under federal law, made up of a duty of care and a duty of loyalty: it must act in the client's best interest and not put its own interests ahead of the client's, and must eliminate its conflicts of interest or disclose them fully and fairly. Form ADV has no fiduciary box because the duty comes with being an investment adviser. The duty covers the firm's advice; a firm or its people may also sell securities through a broker-dealer or insurance as licensed agents, roles held to other standards. The 56 firms that meet AdvisorCensus's fee-only test report none of those sales ties."
    },
    {
      "q": "How do I check whether a financial advisor has disciplinary disclosures?",
      "a": "Each firm page shows how many Form ADV Item 11 disciplinary questions the firm answered yes and links to the firm's record on the SEC's Investment Adviser Public Disclosure site (adviserinfo.sec.gov), where the detail of each disclosure is public. Individual advisers' records are on the same site and on FINRA BrokerCheck."
    },
    {
      "q": "Does AdvisorCensus rate, verify, or recommend these firms?",
      "a": "No. The directory shows what each firm filed, in alphabetical order unless you choose another sort, and no firm's position depends on payment. Firms that claim their page can add a description and links, marked as provided by the firm; the filed facts are never changed by that content."
    },
    {
      "q": "What does regulatory assets under management mean?",
      "a": "Regulatory assets under management (RAUM) is the figure a firm reports on Form ADV Item 5.F: the securities portfolios it provides continuous and regular supervisory or management services for, at market value, including assets managed without discretion. It measures scale, not performance or quality."
    }
  ],
  "period": "2026-10-01",
  "answer_paragraph": "AdvisorCensus lists 120 investment advisory firms with a principal office in the Tampa metro area that report fixed fees among their Form ADV Item 5.E compensation arrangements, drawn from Form ADV filings as of October 2026. Firms are listed alphabetically; sort by years registered or assets band using the controls below, and read the methodology block for how this page is derived.",
  "about_market": "Tampa has 260 investment advisory firms with a principal office in the metro area as of October 2026: 140 SEC-registered, 94 state-registered, and 26 exempt reporting advisers. 56 of them meet AdvisorCensus's fee-only test (paid only by client fees, with no sales-related compensation ties such as an employee registered with a broker-dealer or licensed as an insurance agent), and 88 report under $100 million in regulatory assets under management. The metro area has 1,330,303 households, 149,056 of them with income of $200,000 or more, or 573 such households for each firm (Census Bureau, American Community Survey 2020–2024 5-year estimates).",
  "citation": "AdvisorCensus. Flat-fee financial advisors in Tampa, FL: 120 firms from Form ADV filings as of October 2026.",
  "total_firms": 120,
  "page": 1,
  "total_pages": 3,
  "sort": "name",
  "registration_types": {
    "sec": 69,
    "state": 51,
    "exempt": 0
  },
  "fee_model_mix": [
    {
      "code": "fee-only",
      "count": 30
    },
    {
      "code": "percentage_of_aum",
      "count": 113
    },
    {
      "code": "hourly",
      "count": 79
    },
    {
      "code": "subscription",
      "count": 0
    },
    {
      "code": "fixed",
      "count": 120
    },
    {
      "code": "commissions",
      "count": 6
    },
    {
      "code": "performance_based",
      "count": 12
    },
    {
      "code": "other",
      "count": 21
    },
    {
      "code": "not_reported",
      "count": 0
    }
  ],
  "years_registered_distribution": [
    {
      "code": "under_5",
      "count": 39
    },
    {
      "code": "5_to_9",
      "count": 43
    },
    {
      "code": "10_to_19",
      "count": 24
    },
    {
      "code": "20_plus",
      "count": 13
    },
    {
      "code": "not_reported",
      "count": 1
    }
  ],
  "raum_band_distribution": [
    {
      "code": "under_25m",
      "count": 29
    },
    {
      "code": "25m_100m",
      "count": 15
    },
    {
      "code": "100m_500m",
      "count": 36
    },
    {
      "code": "500m_1b",
      "count": 10
    },
    {
      "code": "1b_5b",
      "count": 11
    },
    {
      "code": "over_5b",
      "count": 10
    },
    {
      "code": "not_reported",
      "count": 9
    }
  ],
  "firms": [
    {
      "crd_number": 298137,
      "name": "Accurate Wealth Management, LLC",
      "name_as_filed": "ACCURATE WEALTH MANAGEMENT, LLC",
      "url": "https://advisorcensus.com/firm/accurate-wealth-management-llc-wesley-chapel-fl-298137",
      "city": "Wesley Chapel",
      "state": "FL",
      "years_registered": 6,
      "raum_band": "1b_5b",
      "compensation_types": [
        "percentage_of_aum",
        "hourly",
        "fixed",
        "performance_based"
      ],
      "enhanced": false
    },
    {
      "crd_number": 150570,
      "name": "AGW Capital Advisors",
      "name_as_filed": "AGW CAPITAL ADVISORS",
      "url": "https://advisorcensus.com/firm/agw-capital-advisors-tampa-fl-150570",
      "city": "Tampa",
      "state": "FL",
      "years_registered": 17,
      "raum_band": "1b_5b",
      "compensation_types": [
        "percentage_of_aum",
        "fixed",
        "other"
      ],
      "enhanced": false
    },
    {
      "crd_number": 282816,
      "name": "American Dream",
      "name_as_filed": "AMERICAN DREAM",
      "url": "https://advisorcensus.com/firm/american-dream-st-petersburg-fl-282816",
      "city": "St. Petersburg",
      "state": "FL",
      "years_registered": 9,
      "raum_band": "under_25m",
      "compensation_types": [
        "percentage_of_aum",
        "hourly",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 154050,
      "name": "American Family Legacy Group",
      "name_as_filed": "AMERICAN FAMILY LEGACY GROUP",
      "url": "https://advisorcensus.com/firm/american-family-legacy-group-tampa-fl-154050",
      "city": "Tampa",
      "state": "FL",
      "years_registered": 16,
      "raum_band": "25m_100m",
      "compensation_types": [
        "percentage_of_aum",
        "hourly",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 142396,
      "name": "Asset Management Financial Services Inc.",
      "name_as_filed": "ASSET MANAGEMENT FINANCIAL SERVICES INC.",
      "url": "https://advisorcensus.com/firm/asset-management-financial-services-inc-clearwater-fl-142396",
      "city": "Clearwater",
      "state": "FL",
      "years_registered": 36,
      "raum_band": "25m_100m",
      "compensation_types": [
        "percentage_of_aum",
        "hourly",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 309550,
      "name": "Assuredpartners Investment Advisors",
      "name_as_filed": "ASSUREDPARTNERS INVESTMENT ADVISORS",
      "url": "https://advisorcensus.com/firm/assuredpartners-investment-advisors-tampa-fl-309550",
      "city": "Tampa",
      "state": "FL",
      "years_registered": 6,
      "raum_band": "1b_5b",
      "compensation_types": [
        "percentage_of_aum",
        "hourly",
        "fixed",
        "other"
      ],
      "enhanced": false
    },
    {
      "crd_number": 284332,
      "name": "Avid Planning",
      "name_as_filed": "AVID PLANNING",
      "url": "https://advisorcensus.com/firm/avid-planning-st-petersburg-fl-284332",
      "city": "St. Petersburg",
      "state": "FL",
      "years_registered": 10,
      "raum_band": "25m_100m",
      "compensation_types": [
        "percentage_of_aum",
        "hourly",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 289419,
      "name": "Basile Financial Group, Inc.",
      "name_as_filed": "BASILE FINANCIAL GROUP, INC.",
      "url": "https://advisorcensus.com/firm/basile-financial-group-inc-palm-harbor-fl-289419",
      "city": "Palm Harbor",
      "state": "FL",
      "years_registered": 8,
      "raum_band": "under_25m",
      "compensation_types": [
        "percentage_of_aum",
        "hourly",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 110209,
      "name": "Bayshore Capital",
      "name_as_filed": "BAYSHORE CAPITAL",
      "url": "https://advisorcensus.com/firm/bayshore-capital-tampa-fl-110209",
      "city": "Tampa",
      "state": "FL",
      "years_registered": 25,
      "raum_band": "500m_1b",
      "compensation_types": [
        "percentage_of_aum",
        "fixed",
        "performance_based",
        "other"
      ],
      "enhanced": false
    },
    {
      "crd_number": 306105,
      "name": "Bayshore Financial Solutions, LLC",
      "name_as_filed": "BAYSHORE FINANCIAL SOLUTIONS, LLC",
      "url": "https://advisorcensus.com/firm/bayshore-financial-solutions-llc-st-petersburg-fl-306105",
      "city": "St. Petersburg",
      "state": "FL",
      "years_registered": 6,
      "raum_band": "under_25m",
      "compensation_types": [
        "percentage_of_aum",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 338822,
      "name": "Baytrust Wealth Management, LLC",
      "name_as_filed": "BAYTRUST WEALTH MANAGEMENT, LLC",
      "url": "https://advisorcensus.com/firm/baytrust-wealth-management-llc-tampa-fl-338822",
      "city": "Tampa",
      "state": "FL",
      "years_registered": 0,
      "raum_band": "25m_100m",
      "compensation_types": [
        "percentage_of_aum",
        "hourly",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 329073,
      "name": "Bayview Financial Planning",
      "name_as_filed": "BAYVIEW FINANCIAL PLANNING",
      "url": "https://advisorcensus.com/firm/bayview-financial-planning-tampa-fl-329073",
      "city": "Tampa",
      "state": "FL",
      "years_registered": 2,
      "raum_band": "under_25m",
      "compensation_types": [
        "percentage_of_aum",
        "hourly",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 290882,
      "name": "Belleair Asset Management, LLC",
      "name_as_filed": "BELLEAIR ASSET MANAGEMENT, LLC",
      "url": "https://advisorcensus.com/firm/belleair-asset-management-llc-belleair-bluffs-fl-290882",
      "city": "Belleair Bluffs",
      "state": "FL",
      "years_registered": 8,
      "raum_band": "100m_500m",
      "compensation_types": [
        "percentage_of_aum",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 326609,
      "name": "Bitcoin Standard",
      "name_as_filed": "BITCOIN STANDARD",
      "url": "https://advisorcensus.com/firm/bitcoin-standard-st-petersburg-fl-326609",
      "city": "St Petersburg",
      "state": "FL",
      "years_registered": 2,
      "raum_band": "under_25m",
      "compensation_types": [
        "percentage_of_aum",
        "fixed",
        "performance_based"
      ],
      "enhanced": false
    },
    {
      "crd_number": 332078,
      "name": "Blade Financial",
      "name_as_filed": "BLADE FINANCIAL",
      "url": "https://advisorcensus.com/firm/blade-financial-tampa-fl-332078",
      "city": "Tampa",
      "state": "FL",
      "years_registered": 0,
      "raum_band": "under_25m",
      "compensation_types": [
        "percentage_of_aum",
        "hourly",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 133220,
      "name": "Bradford Financial Services Corp",
      "name_as_filed": "BRADFORD FINANCIAL SERVICES CORP",
      "url": "https://advisorcensus.com/firm/bradford-financial-services-corp-tarpon-springs-fl-133220",
      "city": "Tarpon Springs",
      "state": "FL",
      "years_registered": 6,
      "raum_band": "100m_500m",
      "compensation_types": [
        "percentage_of_aum",
        "hourly",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 169806,
      "name": "Brightwater Advisory, LLC",
      "name_as_filed": "BRIGHTWATER ADVISORY, LLC",
      "url": "https://advisorcensus.com/firm/brightwater-advisory-llc-tampa-fl-169806",
      "city": "Tampa",
      "state": "FL",
      "years_registered": 9,
      "raum_band": "100m_500m",
      "compensation_types": [
        "percentage_of_aum",
        "hourly",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 290579,
      "name": "Burkart Financial Group, Inc.",
      "name_as_filed": "BURKART FINANCIAL GROUP, INC.",
      "url": "https://advisorcensus.com/firm/burkart-financial-group-inc-st-petersburg-fl-290579",
      "city": "St. Petersburg",
      "state": "FL",
      "years_registered": 8,
      "raum_band": "25m_100m",
      "compensation_types": [
        "percentage_of_aum",
        "hourly",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 289319,
      "name": "Caliber Wealth Advisory",
      "name_as_filed": "CALIBER WEALTH ADVISORY",
      "url": "https://advisorcensus.com/firm/caliber-wealth-advisory-tampa-fl-289319",
      "city": "Tampa",
      "state": "FL",
      "years_registered": 8,
      "raum_band": "under_25m",
      "compensation_types": [
        "percentage_of_aum",
        "fixed",
        "other"
      ],
      "enhanced": false
    },
    {
      "crd_number": 20999,
      "name": "Calton & Associates, Inc.",
      "name_as_filed": "CALTON & ASSOCIATES, INC.",
      "url": "https://advisorcensus.com/firm/calton-and-associates-inc-tampa-fl-20999",
      "city": "Tampa",
      "state": "FL",
      "years_registered": 17,
      "raum_band": "1b_5b",
      "compensation_types": [
        "percentage_of_aum",
        "hourly",
        "fixed",
        "commissions",
        "performance_based"
      ],
      "enhanced": false
    },
    {
      "crd_number": 329915,
      "name": "Capital Wise Advisory",
      "name_as_filed": "CAPITAL WISE ADVISORY",
      "url": "https://advisorcensus.com/firm/capital-wise-advisory-wesley-chapel-fl-329915",
      "city": "Wesley Chapel",
      "state": "FL",
      "years_registered": 2,
      "raum_band": "under_25m",
      "compensation_types": [
        "percentage_of_aum",
        "hourly",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 331891,
      "name": "Carbon Wealth Management",
      "name_as_filed": "CARBON WEALTH MANAGEMENT",
      "url": "https://advisorcensus.com/firm/carbon-wealth-management-tampa-fl-331891",
      "city": "Tampa",
      "state": "FL",
      "years_registered": 1,
      "raum_band": "under_25m",
      "compensation_types": [
        "percentage_of_aum",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 111446,
      "name": "Cassedy Financial Group, Inc.",
      "name_as_filed": "CASSEDY FINANCIAL GROUP, INC.",
      "url": "https://advisorcensus.com/firm/cassedy-financial-group-inc-tampa-fl-111446",
      "city": "Tampa",
      "state": "FL",
      "years_registered": 5,
      "raum_band": "100m_500m",
      "compensation_types": [
        "percentage_of_aum",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 141583,
      "name": "Cathy A. Wagner, CFP, RIA",
      "name_as_filed": "CATHY A. WAGNER, CFP, RIA",
      "url": "https://advisorcensus.com/firm/cathy-a-wagner-cfp-ria-palm-harbor-fl-141583",
      "city": "Palm Harbor",
      "state": "FL",
      "years_registered": 22,
      "raum_band": "not_reported",
      "compensation_types": [
        "hourly",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 336646,
      "name": "Cima Sports & Wealth Management Inc",
      "name_as_filed": "CIMA SPORTS & WEALTH MANAGEMENT INC",
      "url": "https://advisorcensus.com/firm/cima-sports-and-wealth-management-inc-lutz-fl-336646",
      "city": "Lutz",
      "state": "FL",
      "years_registered": 1,
      "raum_band": "under_25m",
      "compensation_types": [
        "percentage_of_aum",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 323321,
      "name": "Clarity Financial Advisors LLC",
      "name_as_filed": "CLARITY FINANCIAL ADVISORS LLC",
      "url": "https://advisorcensus.com/firm/clarity-financial-advisors-llc-st-petersburg-fl-323321",
      "city": "St. Petersburg",
      "state": "FL",
      "years_registered": 3,
      "raum_band": "100m_500m",
      "compensation_types": [
        "percentage_of_aum",
        "hourly",
        "fixed",
        "commissions"
      ],
      "enhanced": false
    },
    {
      "crd_number": 306186,
      "name": "Clearwell Group",
      "name_as_filed": "CLEARWELL GROUP",
      "url": "https://advisorcensus.com/firm/clearwell-group-tampa-fl-306186",
      "city": "Tampa",
      "state": "FL",
      "years_registered": 2,
      "raum_band": "100m_500m",
      "compensation_types": [
        "percentage_of_aum",
        "fixed",
        "performance_based"
      ],
      "enhanced": false
    },
    {
      "crd_number": 167790,
      "name": "Client 1st Advisory Group",
      "name_as_filed": "CLIENT 1ST ADVISORY GROUP",
      "url": "https://advisorcensus.com/firm/client-1st-advisory-group-dunedin-fl-167790",
      "city": "Dunedin",
      "state": "FL",
      "years_registered": 13,
      "raum_band": "500m_1b",
      "compensation_types": [
        "percentage_of_aum",
        "hourly",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 289929,
      "name": "Client Focused Financial",
      "name_as_filed": "CLIENT FOCUSED FINANCIAL",
      "url": "https://advisorcensus.com/firm/client-focused-financial-saint-petersburg-fl-289929",
      "city": "Saint Petersburg",
      "state": "FL",
      "years_registered": 8,
      "raum_band": "25m_100m",
      "compensation_types": [
        "percentage_of_aum",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 289372,
      "name": "Code Waechter LLC",
      "name_as_filed": "CODE WAECHTER LLC",
      "url": "https://advisorcensus.com/firm/code-waechter-llc-tampa-fl-289372",
      "city": "Tampa",
      "state": "FL",
      "years_registered": 6,
      "raum_band": "100m_500m",
      "compensation_types": [
        "percentage_of_aum",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 330657,
      "name": "Concurrent Asset Management, LLC",
      "name_as_filed": "CONCURRENT ASSET MANAGEMENT, LLC",
      "url": "https://advisorcensus.com/firm/concurrent-asset-management-llc-tampa-fl-330657",
      "city": "Tampa",
      "state": "FL",
      "years_registered": 2,
      "raum_band": "1b_5b",
      "compensation_types": [
        "percentage_of_aum",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 323135,
      "name": "Concurrent Investment Advisors, LLC",
      "name_as_filed": "CONCURRENT INVESTMENT ADVISORS, LLC",
      "url": "https://advisorcensus.com/firm/concurrent-investment-advisors-llc-tampa-fl-323135",
      "city": "Tampa",
      "state": "FL",
      "years_registered": 4,
      "raum_band": "over_5b",
      "compensation_types": [
        "percentage_of_aum",
        "hourly",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 174670,
      "name": "Conscious Capital Wealth Management, LLC",
      "name_as_filed": "CONSCIOUS CAPITAL WEALTH MANAGEMENT, LLC",
      "url": "https://advisorcensus.com/firm/conscious-capital-wealth-management-llc-tampa-fl-174670",
      "city": "Tampa",
      "state": "FL",
      "years_registered": 5,
      "raum_band": "100m_500m",
      "compensation_types": [
        "percentage_of_aum",
        "hourly",
        "fixed",
        "performance_based",
        "other"
      ],
      "enhanced": false
    },
    {
      "crd_number": 285131,
      "name": "Cortez Wealth Advisors LLC",
      "name_as_filed": "CORTEZ WEALTH ADVISORS LLC",
      "url": "https://advisorcensus.com/firm/cortez-wealth-advisors-llc-oldsmar-fl-285131",
      "city": "Oldsmar",
      "state": "FL",
      "years_registered": 8,
      "raum_band": "not_reported",
      "compensation_types": [
        "percentage_of_aum",
        "fixed"
      ],
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  },
  "csv": null,
  "source": {
    "name": "Form ADV",
    "as_of": "2026-10-01",
    "operator": "BH Monitor Services, LLC",
    "license": "https://creativecommons.org/licenses/by/4.0/",
    "credit": "AdvisorCensus (advisorcensus.com), from SEC Form ADV data"
  }
}