Off the Bay Wealth LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Off the Bay Wealth provides asset management, financial planning, tax planning and financial consulting to individual and corporate clients. The firm offers both ongoing investment management and standalone planning or consulting engagements and is newly registered with no assets under management reported in its brochure.
The firm’s investment approach relies on fundamental analysis and a mix of long- and short-term holdings, using both tactical and strategic asset-allocation techniques while tailoring recommendations to each client’s objectives and risk tolerance. Portfolios are actively monitored with periodic reviews and the firm will adjust strategies for special situations such as concentrated positions, stock options, legacy holdings, or tax considerations.
Distinctive features include offering fixed-fee and hourly engagement structures rather than the more common percentage-of-assets-under-management fee model used by most managers. The firm operates at a small scale with a single managing member who is a CFP certificant and maintains outside full‑time employment, and the brochure discloses other operational choices such as no soft-dollar arrangements and that clients retain proxy-voting authority.
Client services
Expertise
Fee options
Fixed annual investment advisory fees range from $1,000 to $15,000 billed quarterly; fixed fees for financial planning services generally range from $1,000 to $15,000
Up to $400 per hour for financial planning and consulting services
Minimum fee: Fixed fees range from $1,000 to $15,000 billed quarterly in arrears for investment advisory services Fee-only: Fixed fees for investment advisory services range from $1,000 to $15,000; hourly fees up to $400 per hour for financial planning and consulting services; fixed fees for financial planning services generally range from $1,000 to $15,000
Main office
Tampa FL
Advisors at this office
1
Most active in
Florida
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is active or affiliated with:
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
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