Top financial advisors in Tampa, FL
The right financial advisor for you depends on how you weigh location, expertise, experience, the clients they typically serve, and how they work with you.
If you're moving to Tampa or managing wealth here, you need an advisor who understands how Florida's tax landscape affects your finances. A common mistake is assuming no state income tax means you can ignore other taxes like property or sales tax, which are significant in Florida.
- Federal tax focus. Confirm how they integrate federal tax planning with Florida's unique tax setup.
- Homestead protection knowledge. Ask how they leverage Florida's strong homestead laws to protect your primary residence.
- Wealth migration insight. See if they understand the financial implications of moving assets to Florida.
- Local market familiarity. Ensure they consider Tampa's economic factors when advising on investments or real estate.
Here are top matches to get you started. Review each profile to compare experience, credentials, and approach.
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Alexander W
Series 65
Tampa, FL
Fisher Investments
Alexander Worrell offers expertise in tax-loss harvesting and active portfolio management, which can help navigate Tampa's unique tax environment. Working at Fisher Investments, a large firm serving high-net-worth clients, he applies a centralized investment process with tax-aware strategies and a 1.50% AUM fee, distinguishing him from advisors with smaller practices or different fee structures.
Experience: 6 years
Avg account: $1,664,526
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Craig M
CFP®, Series 63
Tampa, FL
Charles Schwab
Craig Moore's expertise in multi-state taxation and real estate investing suits clients navigating Tampa's unique tax environment and property market. With 28 years of experience and a CFP® certification, he operates within Charles Schwab's large-firm setting, offering a 0.80% annual AUM fee and access to alternative investments, which may appeal to high-net-worth individuals seeking comprehensive wealth management.
Experience: 29 years
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Hilary B
Series 63, Series 66
Tampa, FL
Pelion Investment Advisors, Inc.
Hilary Bergman offers extensive expertise in wealth management and retirement income strategies, well-suited for high-net-worth clients in Tampa navigating Florida's tax environment. His firm employs a blend of fundamental macro analysis and tactical overlays for multi-asset portfolios, charging a 1.25% AUM fee, which distinguishes his approach from others by combining seasoned leadership with tailored investment management.
Experience: 32 years
Avg account: $1,476,767
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Sefton B
Series 63, Series 65
Tampa, FL
SimplyRIA Advisor Network
Sefton Barnes offers expertise in retirement income strategy and wealth management, which is valuable for navigating Tampa's unique tax environment and homestead protections. His firm, Caitlin John, LLC, serves both retail and high-net-worth clients with personalized investment programs and flexible fee structures including flat fees and negotiable AUM rates, distinguishing him from advisors with more rigid pricing models.
Experience: 9 years
Avg account: $347,981
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Devin R
Series 66
Tampa, FL
LPL Financial
Devin Richard's decade of experience and Series 66 designation equip him to navigate Tampa's unique tax environment, including federal tax integration and wealth management strategies. Affiliated with LPL Financial, a large firm offering flat-fee financial planning and diverse investment options, he serves a broad client base, which may provide more comprehensive resources compared to smaller local advisors.
Experience: 10 years
Avg account: $399,489
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