CPA Synced Financial fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed March 24, 2026. Fees can change, so confirm with the firm before you hire them.

Flat or project fee

$1,000⁠-⁠$20,000

“The annual negotiated fixed rate for financial planning is between $1,000 and $20,000.”

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

How CPA Synced Financial bills

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

• “Clients may terminate the agreement without penalty, for a full refund of CPA Synced Financials fees, within five business days of signing the Financial Planning Agreement.”
• “These fees are negotiable, and the final fee schedule will be memorialized in the client’s advisory agreement.”
• “Clients may terminate the agreement without penalty for a full refund of CPA Synced Financials fees within five business days of signing the Investment Advisory Contract.”

How CPA Synced Financial’s fees compare

• Its flat or project fee of $1,000-$20,000 spans the Florida median of $4,900. 80% of the 320 other Florida planners that publish a flat or project fee charge less.
• 18 of the 20 other planners in Tampa that publish a flat or project fee charge less.

About CPA Synced Financial

• Solo practice: one person runs the firm, so you work directly with the planner.
• Credentials named in the brochure: CPA.
• Registered as an adviser: 2024 (2 years).

Planning areas mentioned in the brochure

• Business owners

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

0.8% a year

Clients

5

Employees

1

Works with

Individuals and high net worth individuals

Services reported to regulators

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

Assets managed

$3,513,616

Registered with

State securities regulators

Disciplinary disclosures

None reported

SEC CRD number

330284

Phone

(859) 338-7392

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
• Caliber Wealth AdvisoryTampa$500⁠-⁠$10,000, $100⁠-⁠$750/mo
• Code Waechter LLCTampa$750⁠-⁠$6,000

Compare all 57 planners in Tampa