RIA Intel›Advisers›Florida›SOUTHSHORE FINANCIAL PLANNING LLC

SOUTHSHORE FINANCIAL PLANNING LLC

Advisory

TAMPA, FL

Data as of Jun 25, 2026 · Source: SEC Form ADV

Rank in FL
#1,588
of 2,610 advisers by AUM
Average account
$369K
across 146 accounts
AUM per adviser
$54M
1 advisers

Source: SEC Form ADV. Figures as filed Jun 25, 2026.

Total AUM
$54M
1-Year AUM Growth
—
3-Year CAGR
—
Employees
1
Assets Under Management
Total AUM$54M
Discretionary AUM$48M
Non-Discretionary AUM$5M
Discretionary %89.9%
Total Clients35
Team
Total Employees1
Investment Advisers1
Employee Growth (1Y)—
Registration
SEC RegisteredNo
Exempt ReportingNo
Legal StructureLimited Liability Company
Fiscal Year EndDecember
Operates InFL
Succession Risk
Peer Benchmarking
Owners & Officers
Client Demographics

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