Caliber Wealth Advisory fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed September 29, 2026. Fees can change, so confirm with the firm before you hire them.

Flat or project fee

$500⁠-⁠$10,000

“Please note, the above fee schedule does not include the Outside Manager’s fee. 10 Comprehensive Financial Planning Comprehensive Financial Planning consists of an upfront charge between $500-$10,000 and an ongoing fee that is paid monthly, in advance, at the rate of $100-$750 per month.”

Monthly fee

$100⁠-⁠$750/mo

From the same sentence as above.

Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)

How Caliber Wealth Advisory bills

Payment and refund terms, quoted from the fee section of the brochure.

• “Advisory fees are directly debited from client accounts, or the client may choose to pay by check.”
• “Accounts initiated or terminated during a calendar quarter will be charged a prorated fee based on the amount of time remaining in the billing period.”
• “An account may be terminated with written notice at least 15 calendar days in advance.”

How Caliber Wealth Advisory’s fees compare

• Its flat or project fee of $500-$10,000 spans the Florida median of $4,900. 58% of the 320 other Florida planners that publish a flat or project fee charge less.
• 14 of the 20 other planners in Tampa that publish a flat or project fee charge less.

About Caliber Wealth Advisory

• Solo practice: one person runs the firm, so you work directly with the planner.
• Credentials named in the brochure: CFP®.
• Registered as an adviser: 2017 (9 years).

Firm details from Form ADV

How the firm is paid

Fixed or flat fees, percentage of assets under management

Charges a % of assets

Yes

Highest asset based fee in brochure

1.25% a year

Clients

21

Employees

1

Works with

Individuals and high net worth individuals

Services reported to regulators

Financial planning, portfolio management for individuals and small businesses, portfolio management for businesses and institutions, pension consulting, and selecting other advisers

Assets managed

$24,144,175

Registered with

State securities regulators

Disciplinary disclosures

None reported

SEC CRD number

289319

Website

twitter.com/caliberwealth (opens in new tab)

Phone

(813) 819-3400

Can advise clients in 4 states: Connecticut, Florida, Georgia, Oklahoma

Other planners in Tampa that publish fees

• Aft Financial PlanningTampa$300/hr, $1,500⁠-⁠$5,000
• American Family Legacy GroupTampa$300/hr
• Blade FinancialTampa$275/hr, $1,000⁠-⁠$2,500
• Brightwater Advisory, LLCTampa$200⁠-⁠$400/hr, $400⁠-⁠$3,000
• Code Waechter LLCTampa$750⁠-⁠$6,000
• CPA Synced FinancialTampa$1,000⁠-⁠$20,000

Compare all 57 planners in Tampa