IF
INDEPENDENT FINANCIAL PARTNERS
SEC RegisteredYour Family Comes First
TAMPA, FLhttps://tampafinancialgroup.com813-341-0960
Assets Under Management
$5B–$25B
Year Founded
2003
Employees
328
Office Locations
26 offices
Total Accounts
54154
About the firm
Tampa Financial Group is an independent financial planning firm dedicated to helping families in the Tampa Bay Area get the financial advice they deserve. The firm holds itself to the fiduciary standard, providing advice based only on the client's situation, not influenced by large financial institutions. It was founded by Brian L. Wade, CFP®, after his departure from a proprietary products environment in 2003.
Firm Focus
Client segments reported on the firm's SEC Form ADV — applies to all advisors at the firm.
IndividualsHigh Net WorthCharitable OrganizationsState/Municipal
Areas of expertise
Financial PlanningWealth ManagementInsurance PlanningFiduciaryIndependent AdvisoryTax ReductionRisk ManagementRetirement Planning
Services
Financial Planning, Wealth Management (including tax reduction strategies and risk management), and Insurance Planning
Who they serve
Families in the Tampa Bay Area, including high-net-worth clients
| Client segment | Clients | Assets managed |
|---|---|---|
| Individuals (Non-HNW) | 34,349 | $3.5B |
| High Net Worth Individuals | 18,190 | $8.4B |
| Investment Companies | 0 | — |
| Pooled Investment Vehicles | 0 | $0 |
| Pension/Profit Sharing Plans | 0 | $0 |
| Charitable Organizations | 780 | $3.8B |
| State/Municipal Entities | 128 | — |
| Insurance Companies | 0 | — |
| Sovereign Wealth Funds | 0 | — |
| Corporations | 0 | $0 |
0 total clients reported on Form ADV.
Leadership
William Eugene Hamm
CHIEF EXECUTIVE OFFICER
Michael Charles Mccord
CHIEF FINANCIAL OFFICER
John Gay Whisenant
CHIEF COMPLIANCE OFFICER
Office locations
26 offices in 17 states
FL
TAMPAHQ
PA
FORT WASHINGTON
CO
ENGLEWOOD
AL
TRUSSVILLE
GA
WOODSTOCK
IA
URBANDALE
IL
SCHAUMBURG
KS
GREAT BEND
KY
FLORENCE
AZ
GLENDALE
MI
MANISTEE
NE
HASTINGS
OH
CINCINNATI
OK
EDMOND
OH
POWELL
TX
SAN ANTONIO
WI
WAUKESHA
FL
BOCA RATON
FL
COCOA BEACH
FL
ORLANDO
FL
WINTER PARK
CO
GREENWOOD VILLAGE
KY
LOUISVILLE
FL
JACKSONVILLE BEACH
WI
WAUWATOSA
CA
TORRANCE
Advisors at this firm
Showing 100 of 329
Robert John Hanten
Investment Adviser Representative
Garrett Lee Headley
Investment Adviser Representative
Benjamin Joseph Hill
Investment Adviser Representative
Matthew W Hiss
Investment Adviser Representative
Robert Kent Hiss
Investment Adviser Representative
Gene Richard Hitchcock Jr
Investment Adviser Representative
Garrett L Holcombe
Investment Adviser Representative
Gary Lyle Holcombe
Investment Adviser Representative
Gary Edward Hollander
Investment Adviser Representative
Timothy D Hussar
Investment Adviser Representative
Anush Haddadian
Investment Adviser Representative
Michael Aaron Halberg
Investment Adviser Representative
William Eugene Hamm Jr
Investment Adviser Representative
William Christopher Hamm
Investment Adviser Representative
Alfredo Haramboure
Investment Adviser Representative
John Thomas Hare
Investment Adviser Representative
Jerome Willard Hemenway
Investment Adviser Representative
Grant Lamar Henderson
Investment Adviser Representative
Jody Lynn Henley
Investment Adviser Representative
Jeffrey Thomas Higgins
Investment Adviser Representative
Brooke Nicole Holden
Investment Adviser Representative
David Holin
Investment Adviser Representative
Jonathan Holin
Investment Adviser Representative
Joshua Holin
Investment Adviser Representative
Michael Fulton Sheen Holliger
Investment Adviser Representative
Thomas George Holliger
Investment Adviser Representative
Grace Pulley Hooper
Investment Adviser Representative
Marlin R Howley
Investment Adviser Representative
Brett Tyler Hunt
Investment Adviser Representative
Jonathan Duane Hunt
Investment Adviser Representative
Jacob Hurley
Investment Adviser Representative
Walter Ickert
Investment Adviser Representative
Mark M Jaeger
Investment Adviser Representative
Stephen James
Investment Adviser Representative
Matthew Scott Johnson
Investment Adviser Representative
Bryan Brenner Jordan
Investment Adviser Representative
Heidi Wendy Joslin
Investment Adviser Representative
Carly James
Investment Adviser Representative
Melissa Kimberly James
Investment Adviser Representative
James Henry Jaramillo
Investment Adviser Representative
Torian Johnson
Investment Adviser Representative
Taylor Ryan Jones
Investment Adviser Representative
Brendan Michael Kelly
Investment Adviser Representative
James Frederick Kimmel
Investment Adviser Representative
John Fisken Kapek
Investment Adviser Representative
Christopher Abe Karam
Investment Adviser Representative
Mark Joseph Kavaloski
Investment Adviser Representative
Andrew J Keefer
Investment Adviser Representative
Robert Leonard Kennerson
Investment Adviser Representative
Deborah Jean Kirste
Investment Adviser Representative
Eric Alan Klaus
Investment Adviser Representative
Aaron M Klemm
Investment Adviser Representative
Craig Richard Koller
Investment Adviser Representative
Luke Alan Kooy
Investment Adviser Representative
Craig Joseph Koproski
Investment Adviser Representative
Camaron Joseph Koury
Investment Adviser Representative
Konrad Gayle Kuykendall
Investment Adviser Representative
Micah John Lang
Investment Adviser Representative
Matthew I Levine
Investment Adviser Representative
Chad Michael Lindell
Investment Adviser Representative
Steven Michael Lindell
Investment Adviser Representative
Brian Rano Lueker
Investment Adviser Representative
Stacie E Lambert-Snooks
Investment Adviser Representative
Scott Anthony Lanza
Investment Adviser Representative
Nicholas Thomas Lawton
Investment Adviser Representative
Joseph M. Lazzaro Jr.
Investment Adviser Representative
David Scott Littrell
Investment Adviser Representative
Brady Lollman
Investment Adviser Representative
Laurie Ann Longstreth
Investment Adviser Representative
Shuwun Ma
Investment Adviser Representative
Jared Eric Mabey
Investment Adviser Representative
Samuel Thomas Madaris Jr
Investment Adviser Representative
Ian Michael Maddox
Investment Adviser Representative
Patrick Stephen Manes
Investment Adviser Representative
Joseph Terrell Mann
Investment Adviser Representative
Nicholas Marrano
Investment Adviser Representative
Travis J McGann
Investment Adviser Representative
Jandin Emily Miller
Investment Adviser Representative
George Molloy
Investment Adviser Representative
Virginia Holbrook Morris
Investment Adviser Representative
Jeffery Allen Acheson
Investment Adviser Representative
Tyler Joseph Acheson
Investment Adviser Representative
Anthony Adamo Jr
Investment Adviser Representative
Raymond Aguillon Jr
Investment Adviser Representative
Dustin Robert Alexander
Investment Adviser Representative
Darrell Thomas Alford
Investment Adviser Representative
Thomas John Alford
Investment Adviser Representative
Manuel Ricardo Alicea
Investment Adviser Representative
James Donald Appelt Jr
Investment Adviser Representative
Steve Athanassie
Investment Adviser Representative
Larry Ray Awbrey
Investment Adviser Representative
Stephan Copeland Barton
Investment Adviser Representative
Scott Dillon Bechely
Investment Adviser Representative
Lane Mitchell Bernstrauch
Investment Adviser Representative
Jeffrey Michael Blomgren
Investment Adviser Representative
Edward Joseph Bosch Jr
Investment Adviser Representative
John William Bratton III
Investment Adviser Representative
Matthew J Bruce
Investment Adviser Representative
Steven Balch
Investment Adviser Representative
James Michael Bass
Investment Adviser Representative
Regulatory & compliance
CRD number
#125112
SEC Number
801-69511
Disciplinary History
Yes
Fee Model & Minimums
Model: AUM / Hourly / Flat Fee / Other
| Asset tier | Annual rate |
|---|---|
| Less than $30,000,000 | 1.65% |
| Greater than or equal to $30,000,000 but less than $60,000,000 | 1.25% |
| Greater than or equal to $60,000,000 but less than $90,000,000 | 1.10% |
| Greater than $90,000,000 | 1.00% |
Data as of March 31, 2026 · Source: SEC IAPD & FINRA BrokerCheck
Contact Information
Website
tampafinancialgroup.comPhone
813-341-0960Editorial disclosure
This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. INDEPENDENT FINANCIAL PARTNERS has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on the SEC or FINRA websites before making any decision.
BrokerCheck data is used subject to the FINRA BrokerCheck Terms of Use. Found something inaccurate? Report inaccurate data and we will correct any error we introduced. Errors in the underlying BrokerCheck record itself are referred to FINRA, which maintains that record.
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