SOUTHSHORE FINANCIAL PLANNING

SOUTHSHORE FINANCIAL PLANNING of TAMPA, FL is an SEC-registered investment adviser (CRD 311328). Regulatory assets under management: $53.8M.

Registration

• CRD: 311328
• Type: Registered investment adviser
• Location: 1600 E 8TH AVE., TAMPA, FL, 33605
• Phone: 813-406-0544
• Latest filing: 2026-06-25
• Regulatory AUM: $53.8M
• Discretionary AUM: $48.4M
• Non-discretionary AUM: $5.4M
• Clients: 1
• Accounts: 146

Business model

Compensation: Hourly, Fixed.

Clients served: Individuals, High net worth, Charities.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 311328 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search