Christopher Shoup is a CFP-designated registered investment advisor at Southshore Financial Planning, based in Lithia, FL, with 21 years of industry experience. Christopher operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, Investment Management, Retirement Planning, and 1 more. Their firm serves 34 clients with $51M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Southshore Financial Planning offers investment management and financial planning services for a monthly fee ranging from $230 to $800. The fee covers portfolio management, held away account services, and financial planning. The exact fee is based on factors like the complexity of your situation and the amount of assets and income you have. Fees are billed monthly or quarterly.
Contact
Christopher Shoup
Location
Lithia, FL
Get directionsHistory
Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Employment History
Current Registrations
Southshore Financial Planning
Previous Registrations
Origin Financial
Charles Schwab & CO., INC.
Charles Schwab & CO., INC.Broker
Amerivest Investment Management, LLC
TD Ameritrade, INC.
TD Ameritrade, INC.
Amerivest Investment Management, LLC
TD Ameritrade, INC.Broker
State Farm Vp Management CORP.Broker
American Express Financial Advisors, INC.
American Express Financial Advisors INC.Broker
Ids Life Insurance CompanyBroker
State Registrations1 state
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.
Exams
Additional Information
How Are We Different ?