Transparent Flat Fee
Planning & Investment Management

Southshore Financial Planning is a fee-only firm. As such, we receive compensation from the fees paid directly to us by clients. This eliminates the possibility of compensation from referral arrangements, commissions, fund sales load or other sales-related compensation. Ultimately, we’re able to better serve you with your best interests in mind.

Wealth Management
Investment & tax optimization
$3,000
/ quarter

An ongoing service built for those nearing or in retirement

Get Started
what's included
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Goal Planning
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Income Planning
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Tax Optimization Strategies
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Retirement Health Care Planning
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Social Security Planning
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Investment Portfolio Review
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Risk and Insurance Review
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Estate Plan Review
+ southshore Wealth management services
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Financial Planning
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Investment Management
Tax Preparation & Filing
Digital Vault
Winter, Spring, and Fall Meetings
Access to Estate Services (additional fee)
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Retirement Plan
The basics & essentials
$4,000 - $6,000
one-time fee

A one-time plan to get you going in the right direction

Get Started
what's included
Goal Planning
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Income Planning
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Tax Optimization Strategies
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Retirement Health Care Planning
Social Security Planning
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Investment Portfolio Review
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Risk and Insurance Review
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Estate Plan Review
"...When we set out to find a financial advisor, we were looking really for an financial expert to be our partner to help us understand and navigate the very complex world of personal financing and we that's exactly what we have with Chris and Southshore Financial Planning. I cannot recommend him enough..."
Testimonial Disclosure

What Are You Paying Now?

Use the calculator below to see the difference in AUM vs. flat-fee financial planning:

Fee Calculator
$
%
20 years
1.00%
AUM fee — year 1
—
based on starting balance
Southshore fee — year 1
$12,000
flat annual fee
Total AUM fees paid
—
over the period
Total flat fees paid
—
$12K growing 3%/yr
Flat fee advantage
—
—
AUM portfolio — ending value
—
Southshore portfolio — ending value
—

This calculator is intended for general educational and illustrative purposes only and does not constitute financial, investment, or legal advice. Results are hypothetical and based on the inputs you provide. They assume a constant annual rate of return applied consistently over the selected time horizon, with no additional contributions or withdrawals. The flat fee begins at $12,000 per year and is adjusted upward by 3% each year solely to account for the effects of inflation over time. The AUM fee shown is deducted annually from the beginning-of-year balance. Actual investment results will vary and may be higher or lower than illustrated. Fees, taxes, transaction costs, and other expenses are not fully reflected and may further reduce returns. All investing involves risk, including the possible loss of principal. Past performance is not a guarantee or reliable indicator of future results. Please consult a qualified financial professional before making any investment decisions.

"Chris has been working with my husband & I for just over 2 years now, as we consulted him before I retired. He was very professional in helping us with investments & figuring out a spending plan. We depend on his knowledge and plan to keep working with him for years to come."
Testimonial Disclosure
(813) 406-0544
(855) 949-3718
hello@southshorefp.com

We deliver tailored solutions to help you live your best life through dedicated financial planning and investment management strategies that are personalized to your needs, goals and lifestyle.

Talk with an Advisor

Office: 1600 E 8th Ave., Ste. A200 Tampa, FL 33605

Additional Location: 200 Central Ave. St. Petersburg, FL 33701

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Southshore Financial Planning LLC (“Southshore Financial Planning”, “Southshore”) is a registered investment advisor offering advisory services in the State of Florida and in other jurisdictions where exempted. Registration does not imply a certain level of skill or training. The presence of this website on the Internet shall not be directly or indirectly interpreted as a solicitation of investment advisory services to persons of another jurisdiction unless otherwise permitted by statute. Follow-up or individualized responses to consumers in a particular state by Southshore Financial in the rendering of personalized investment advice for compensation shall not be made without our first complying with jurisdiction requirements or pursuant to an applicable state exemption.

All written content on this site is for information purposes only. Opinions expressed herein are solely those of Southshore Financial Planning, unless otherwise specifically cited. Material presented is believed to be from reliable sources, and no representations are made by our firm as to other parties’ informational accuracy or completeness. All information or ideas provided should be discussed in detail with an advisor, accountant or legal counsel prior to implementation.