Kendall Maccagnan is a CFP-designated registered investment advisor at Off the Bay Wealth LLC, based in Tampa, FL. Kendall operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, Insurance Planning, Investment Management, and 2 more.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Fee Structure
Off the Bay Wealth offers investment advisory services, including asset management, financial planning, and financial consulting, for a fixed fee. This fee is negotiable and ranges from $1,000 to $15,000 per year, billed quarterly. The exact fee depends on the client's needs, complexity, and the amount of assets managed. You can choose to have the fee deducted from your account or pay it upon receipt of a billing notice.
Location
Tampa, FL
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Current Registrations
Off the Bay Wealth LLC
State Registrations1 state
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