PlannerFees

Southshore Financial Planning fees and pricing

Financial planner in Tampa, Florida. Registered with state securities regulators.

According to its Form ADV Part 2A brochure dated June 25, 2026, Southshore Financial Planning charges $300 an hour, a flat or project fee of $300⁠-⁠$10,000, and a monthly fee of $230⁠-⁠$800 for financial planning.

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed June 25, 2026. Fees can change, so confirm with the firm before you hire them.

Hourly rate
$300/hr
“Financial Planning engagements are offered at an hourly rate of $300 per hour.”
Flat or project fee
$300⁠-⁠$10,000
“Limited Scope Financial Planning Fee Project-Based Financial Planning is offered on a fixed fee basis and can range between $300 and $10,000, depending on complexity and the needs of the client.”
Monthly fee
$230⁠-⁠$800/mo
“Fees for this service range from $230 to $800 per month, billed in arrears either monthly or quarterly.”

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

How Southshore Financial Planning bills

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

  • “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 30 calendar days in advance.”
  • “Since fees are paid in arrears, no refund will be needed upon termination of the account.”

How Southshore Financial Planning’s fees compare

  • Its hourly rate of $300 is above the Florida median of $288. 51% of the 372 other Florida planners that publish an hourly rate charge less.
  • 11 of the 20 other planners in Tampa that publish an hourly rate charge less.
  • Its flat or project fee of $300-$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.
  • 13 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 Southshore Financial Planning

“We provide discretionary or non-discretionary portfolio management, held away account services, comprehensive financial planning, and/or limited scope financial planning.”
From the firm's description of its advisory business in its Form ADV brochure.
  • Principal: Christopher Shoup
  • Solo practice: one person runs the firm, so you work directly with the planner.
  • Credentials named in the brochure: CFP®.
  • Registered as an adviser: 2020 (6 years).

Planning areas mentioned in the brochure

  • Retirement 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
Clients
35
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
$53,834,795
Registered with
State securities regulators
Disciplinary disclosures
None reported
SEC CRD number
311328
Website
southshorefp.com (opens in new tab)
Phone
(813) 406-0544

Other planners in Tampa that publish fees

Compare all 57 planners in Tampa

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.