Christopher Shoup is a CFP-designated registered investment advisor at Southshore Financial Planning, based in Tampa, 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 Business Owners, Education Planning, Estate Planning, Financial Planning & Coaching, and 5 more. Their firm serves 35 clients with $54M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Southshore Financial Planning charges a monthly fee for combined investment management and financial planning services. The fee ranges from $230 to $800 per month (which equals $2,760 to $9,600 per year), billed either monthly or quarterly. The exact amount depends on your specific needs, the complexity of your situation, and the size of your portfolio.
Contact
Christopher Shoup
Location
1600 E 8th Ave., Ste. A200, Tampa, FL, 33605
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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.
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