Financial Advisors · Tampa, FL/Updated June 13, 2026
The 9 Best Financial Advisors in Tampa, FL
Finding the right financial advisor can transform your financial future. Here are the top-rated experts in Tampa to help you manage your wealth.
MHMaya Hendricks · Home Services Editor Updated June 13, 2026 · Next review July 2026
Editorially independent9 companies evaluated
cover story
★ Editor's ChoiceKingsbury Financial Advisors
96Score
Latest update · June 13, 2026: Initial ranking published. 9 Tampa-metro financial advisors businesses evaluated, top 9 ranked by Vetted Score.
In Tampa, making informed financial decisions is essential for securing your future. The right financial advisor can help you navigate investments, retirement planning, and tax strategies tailored to your unique situation.
To compile our list, we assessed nine local financial advisory firms based on their customer ratings, number of reviews, and overall reputation within the community. This ensures you have access to trustworthy professionals who can guide you in achieving your financial goals.
9financial advisors evaluated in Tampa
4.89average rating across the field
362customer reviews analyzed
Cityvetted analysis of public Google review data, updated June 13, 2026.
We evaluated each financial advisor in Tampa using a transparent scoring system that considers client feedback, service offerings, and industry experience. Our rankings reflect the Vetted Scores, which range from 0 to 100, with higher scores indicating better overall performance.
Importantly, no business pays for placement in our rankings. We refresh our evaluations monthly to provide the most accurate and up-to-date information, ensuring you can make informed decisions.
The Vetted Score: six weighted factors
Customer sentiment25%
Rating quality20%
Review volume & velocity20%
Website trust signals15%
Service breadth10%
Business longevity10%
Sentiment is measured by AI analysis of review text, recency-weighted, with verified-pattern checks to discount suspicious review bursts.
With a stellar rating of 5 and 73 reviews, Kingsbury Financial Advisors stands out for its personalized approach. Clients appreciate their attention to detail and commitment to tailored financial strategies. They excel in retirement planning and investment management. However, some mention that their services can be on the pricier side compared to other local options.
Taylor Financial boasts a 4.9 rating from 97 reviews, showcasing their dedication to client satisfaction. Reviewers often highlight their expertise in tax planning and investment strategies. They are especially praised for their clear communication and accessibility. On the downside, some clients feel overwhelmed by the initial paperwork required to get started.
With a 4.9 rating and 95 reviews, Jaffe Tilchin Wealth Management is recognized for their collaborative approach to wealth management. Clients appreciate their customized investment strategies and proactive communication. They are particularly noted for their retirement planning expertise. However, some clients have mentioned that their fees can add up quickly, which may be a concern for those on a budget.
Thomas Yannetti, CFP® has a perfect 5 rating from 37 reviews. Clients commend his deep understanding of financial planning and his ability to simplify complex concepts. He is particularly well-regarded for retirement and estate planning services. However, his limited availability due to high demand can make scheduling an appointment challenging.
Westshore Financial Group has a perfect 5 rating from 21 reviews. Clients appreciate their approachable style and expertise in personal finance. They are noted for their comprehensive financial planning services. On the flip side, their smaller team may lead to longer response times during busy periods. The review base is still thin, so we read the rating as promising rather than proven and weighted it accordingly. Most of what reviewers hire it for is comprehensive financial planning. It serves Tampa, FL, with $150 to $300 per hour pricing, and the honest trade-offs are longer response times and smaller team.
Sickle Hunter Financial Advisors holds a 5 rating from 14 reviews, with clients praising their personalized financial strategies and responsiveness. They excel in risk management and investment advice. However, their limited number of reviews makes their long-term reliability somewhat uncertain. The review base is still thin, so we read the rating as promising rather than proven and weighted it accordingly. Most of what reviewers hire it for is risk management and investment advice. It serves Tampa, FL, with $200 to $400 per hour pricing, and the honest trade-offs are limited reviews and promising but unproven.
Tampa Bay Wealth Management has a 5 rating from 9 reviews, with clients noting their commitment to client education and financial literacy. They are best for those new to investing. However, their small client base makes their experience level appear limited. The review base is still thin, so we read the rating as promising rather than proven and weighted it accordingly. Most of what reviewers hire it for is new investors seeking education. It serves Tampa, FL, with $150 to $300 per hour pricing, and the honest trade-offs are small client base and limited experience.
Wealth Advisors of Tampa Bay has a 5 rating from a single review, highlighting their personalized service and attention to detail. While promising, the lack of additional reviews makes it hard to gauge their reliability and expertise in the long run. The review base is still thin, so we read the rating as promising rather than proven and weighted it accordingly. Most of what reviewers hire it for is personalized financial advice. It serves Tampa, FL, with $100 to $250 per hour pricing, and the honest trade-offs are only one review and promising but unproven.
Darwin Wealth Management has a rating of 4.2 based on 15 reviews. Clients appreciate their straightforward approach to financial planning and investment strategies. However, some reviews mention a lack of communication and responsiveness, which can be frustrating for clients seeking timely advice. The review base is still thin, so we read the rating as promising rather than proven and weighted it accordingly. Most of what reviewers hire it for is straightforward financial planning. It serves Tampa, FL, with $150 to $300 per hour pricing, and the honest trade-offs are lack of communication and moderate responsiveness.
Selecting the right financial advisor is crucial. Here are key factors to consider when making your choice.
Assess Credentials
Look for advisors with relevant certifications, such as CFP® or CFA, which indicate a high level of expertise.
Evaluate Specializations
Consider advisors who specialize in areas that align with your financial needs, such as retirement planning or investment management.
Read Client Reviews
Client testimonials provide insight into the advisor's communication style, reliability, and overall satisfaction.
What it costs
What Financial Advisors cost in Tampa
The cost of financial advisory services in Tampa can vary based on the advisor's experience, services offered, and fee structure.
Hourly RateExpect to pay between $100 to $300 per hour for one-time consultations or specific financial advice.
Flat FeeFlat fees typically range from $1,000 to $5,000 for comprehensive financial planning services.
Percentage of Assets Under Management (AUM)Most advisors charge around 1% to 1.5% of your total assets annually for ongoing management services.
Retainer FeeSome advisors offer retainer arrangements, costing anywhere from $2,000 to $10,000 per year, depending on the level of service.
Frequently asked questions
How much does financial advising cost in Tampa?
Most financial advisors in Tampa charge fees ranging from $1,000 to $3,000 for initial consultations, with ongoing management fees typically between 0.5% to 1% of assets under management.
What qualifications should I look for in a financial advisor?
Look for advisors with relevant certifications such as CFP® or CFA, and consider their experience, client reviews, and fee structures.
How often is this ranking updated?
We re-run the full analysis monthly with fresh review data. Last updated June 13, 2026.
Our verdict
For most Tampa residents: <strong>Kingsbury Financial Advisors</strong>
Kingsbury Financial Advisors, Taylor Financial, and Jaffe Tilchin Wealth Management stand out in Tampa for their exceptional service and strong client satisfaction. Each offers personalized strategies tailored to your financial goals, making them top choices for anyone seeking reliable financial guidance.
Cityvetted
