Wealth Advisors of Tampa Bay

Wealth Management Firm in Tampa, FL

Firm Info
Address: 777 S Harbour Island Blvd #370, Tampa, FL 33602, USA
Phone: (813) 642-7730

Firm Size
Assets Under Management: $344.9 million
# of Advisors: 2
# of Clients: 328
Client to Advisor Ratio: 164:1
Average Account Size: $1.1 million
# of Offices: 1

Services Offered
  • Financial Planning
  • Portfolio Management for Individuals & Small Businesses
  • Portfolio Management for Businesses or Institutional Clients
  • Selection of Others Advisors

Types of Clients
  • Individuals (Not High Net Worth)
  • Individuals High Net Worth

    *>=750k in Investable Assets or >=1.5m of Estimated Total Net Worth

  • Pension & Profit Sharing Plans
  • Charitable Organizations
  • Corporations or Other Businesses Not Listed Above

Available Fee Structures
  • Percentage of Assets Under Management (AUM)
  • Hourly
  • Fixed Fees (Other than subscription)

Get Connected with a Financial Advisor

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Wealth Advisors Of Tampa Bay Overview

Wealth Advisors of Tampa Bay is an investment advisory firm offering fee-only services to their clients. The firm has been in business since 2012 and is headquartered in Tampa, FL. They are registered as an investment advice-only firm, indicating that they solely provide investment advice to their clients, without selling financial products or receiving commissions. Wealth Advisors of Tampa Bay offers a range of services to individuals and small businesses, including financial planning and portfolio management. Their portfolio management services cater to both individual and business needs, as they specialize in managing portfolios for businesses or institutional clients. Additionally, they offer the selection of other advisors, providing their clients with access to professional financial advisors. Overall, Wealth Advisors of Tampa Bay strives to provide their clients with comprehensive investment advice and portfolio management services. As a fee-only advisory firm, their focus is solely on their clients' best interests, without any conflicts of interest or hidden fees. Their extensive experience in the industry and high-quality services have made them a reputable name in the investment advisory space.

WEALTH ADVISORS OF TAMPA BAY is a financial advisory firm that serves a diverse set of clients. The firm caters to individuals seeking personalized financial planning services. Additionally, WEALTH ADVISORS OF TAMPA BAY offers specialized services for high net worth individuals seeking more complex investment strategies and risk management solutions. The firm also serves pension or profit sharing plans, as well as charitable organizations and other types of corporations. No matter the type of client, WEALTH ADVISORS OF TAMPA BAY prides itself on providing customized financial solutions for all its clients' needs. WEALTH ADVISORS OF TAMPA BAY offers a number of fee structures to its clients depending on their specific financial goals and needs. Clients seeking investment management services can expect to pay a percentage of assets under management (AUM). This fee structure provides a direct alignment of interest between the financial advisor and the client, as the advisor's compensation is tied to the performance of the client's portfolio. Alternatively, clients can opt for an hourly rate or fixed fee structure for more specialized services such as tax planning, estate planning or risk management strategies. Ultimately, this customized approach guarantees that WEALTH ADVISORS OF TAMPA BAY clients have a fee structure that fits their specific needs, goals, and objectives.

Typical Clients, Fee Structures & Investment Minimum

Unfortunately, the Part 2 Brochure for Wealth Advisors of Tampa Bay does not mention any specific investment minimums. Therefore, it is unclear what the minimum investment requirement is for clients looking to invest with this firm. It is recommended that clients contact Wealth Advisors of Tampa Bay directly to inquire about their investment minimums and other important details related to working with this firm.

How This Office Can Help Tampa, FL Residents

Wealth Advisors of Tampa Bay provides personalized financial planning and investment management services to clients in Tampa, FL. They help clients to assess their financial situation and map out a plan to achieve their short and long-term financial goals. They offer comprehensive wealth management services, including retirement planning, tax planning, estate planning, risk management, and asset allocation. Clients in Tampa, FL might be facing various financial situations such as planning for retirement, saving for their children's education, or managing a windfall. Wealth Advisors of Tampa Bay understands the unique financial situations and challenges that clients face in the area and works with them to develop a customized plan that meets their specific needs, goals, and objectives. The team of experienced advisors at Wealth Advisors of Tampa Bay is committed to providing clients with the guidance, support, and resources necessary to achieve financial security and success.

To view the Minimum Investment and Fee Schedule for Wealth Advisors Of Tampa Bay, visit their Part 2 Brochure.

Services Offered by Wealth Advisors Of Tampa Bay

Core Advisor Services
Financial Planning

Financial planning services encompass the process of devising strategies for your future financial well-being, including preparing for events such as retirement, funding your child's college education, or planning for the transfer of assets.

Portfolio Management for Individuals & Small Businesses

Portfolio management entails the careful selection and strategic management of investment combinations tailored to meet the needs of individuals and small businesses.

Market Timing Services

Market timing services involve the endeavor to generate short-term profits from investments by capitalizing on opportunities to buy at low prices and sell at high prices.

Other Services
Selection of Other Advisors

The firm provides support in selecting and engaging other advisors who possess specialized expertise to complement your financial needs.

Publication of Periodicals or Newsletters

The firm engages in the dissemination of diverse financial educational materials through the publication of periodicals.

Educational Seminars & Workshops

The firm organizes and conducts seminars or workshops aimed at enlightening investors on various financial concepts.


Fee Structures

Financial advisory fees usually are based on the services provided. Fee types charged by Wealth Advisors Of Tampa Bay most likely consist of the following fee types: asset-based, hourly or fixed. Wrap fee programs, or the practice of bundling services for a single fee, are not offered by the firm.

Available
Percentage of Assets Under Management (AUM)
Hourly
Fixed Fees (Other than subscription)
Unavailable
Subscription (Newsletter or Periodical)
Commissions
Performance-based Fees
Other

Types of Clients

*The Securities & Exchange Commission defines someone as “high net worth” if they have $750,000 or more in investable assets or $1.5M of estimated total net worth.


This Office Location

Firm location 777 S Harbour Island Blvd #370, Tampa, FL 33602, USA
Phone (813) 642-7730
Directions
Google My Business Reviews:
5 Stars

Other Office Locations

This firm has no other locations.

State Registrations

Wealth Advisors Of Tampa Bay is registered to service clients in the following states:

  • Florida
  • North Carolina
  • Texas

Disciplinary History

Wealth Advisors Of Tampa Bay does not have any disclosures. Please visit it's Form ADV for more details.