Off the Bay Wealth LLC fees and pricing
Financial planner in Tampa, Florida. Registered with state securities regulators.
According to its Form ADV Part 2A brochure dated August 24, 2026, Off the Bay Wealth LLC charges a flat or project fee of $1,000-$15,000 for financial planning.
Published fees
Quoted from the firm's Form ADV Part 2A brochure, filed August 24, 2026. Fees can change, so confirm with the firm before you hire them.
- Flat or project fee
- $1,000-$15,000
“The fixed fees can range from $1,000 to $15,000 billed quarterly in arrears.”
Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)
How Off the Bay Wealth LLC bills
Payment and refund terms, quoted from the fee section of the brochure.
- “The level of services to be provided and the actual fee to be charged will be discussed in advance with you and specified in the client agreement executed at the beginning of our engagement.”
- “If any fees are billed in advance, Off the Bay Wealth will promptly refund any unearned fees up to the date of termination.”
- “Upon presentment of the invoice to you, Off the Bay Wealth will deduct the hourly fees due Off the Bay Wealth against your current retainer balance and you are required to pay immediately Off the Bay Wealth any outstanding balance of hourly fees due.”
How Off the Bay Wealth LLC’s fees compare
- Its flat or project fee of $1,000-$15,000 spans the Florida median of $4,900. 73% of the 320 other Florida planners that publish a flat or project fee charge less.
- 17 of the 20 other planners in Tampa that publish a flat or project fee charge less.
- It doesn't charge a percentage of the assets it manages, so its fee won't grow with your portfolio.
About Off the Bay Wealth LLC
“Comprehensive Investment Advisory Platform Off the Bay Wealth offers a comprehensive service program with various options available to clients that includes Asset Management, Financial Planning, Tax Planning and Financial Consulting.”
- Solo practice: one person runs the firm, so you work directly with the planner.
- Credentials named in the brochure: CFP®.
- Registered as an adviser: 2026.
Planning areas mentioned in the brochure
- Retirement planning
- Tax planning
- Estate planning
- College planning
- Cash flow and budgeting
Firm details from Form ADV
- How the firm is paid
- Hourly fees, fixed or flat fees
- Charges a % of assets
- No
- Employees
- 1
- Services reported to regulators
- Financial planning, portfolio management for individuals and small businesses, and other services
- Registered with
- State securities regulators
- Disciplinary disclosures
- None reported
- SEC CRD number
- 338970
- Phone
- (720) 236-8937
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
Is something on this page wrong or out of date? Email corrections@plannerfees.com and PlannerFees will check it against the firm's latest filing.