Financial advisor · St. Petersburg, FL

Fee-only financial planning for St. Pete professionals.

Hunt Wealth Planning serves St. Petersburg professionals with fee-only, fiduciary financial planning and tax-aware investment management. We're just across the bay in Tampa and work with St. Pete clients both locally and virtually.

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St. Petersburg waterfront and pier across Tampa Bay at dawn

Local roots, modern advice

Serving St. Petersburg in person, and everywhere by video.

Whether you're building a career downtown, running a business, or raising a family in the Burg, we bring modern, tech-forward planning to accumulators who've been underserved by the traditional advisor model.

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What we do

How we help St. Petersburg professionals.

Financial planning

Professionals in their late 20s to 40s who are earning well, saving diligently, and juggling more financial decisions than any one person should have to track alone.

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Investment management

Accumulators who want a disciplined, low-cost portfolio that's actively managed for taxes, without paying for stock-picking that rarely beats the index.

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Tax planning

High earners who suspect they're leaving money on the table at tax time and want a plan that accounts for taxes all year, not just in April.

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Equity compensation

Tech and startup employees, and anyone whose compensation includes equity they're not sure how to handle without a huge tax bill or an over-concentrated portfolio.

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Retirement & 401(k)

Professionals decades from retirement who want to know they're saving enough (and saving smart) without obsessing over it.

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Estate & insurance

Anyone with a partner, kids, or people who depend on them financially, especially if “get a will” has been on the list for a while.

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Common questions

Working with us from St. Petersburg.

Can we meet in St. Pete?

Yes. We're just across the bay in Tampa and meet St. Pete clients locally as well as by video, whichever is easier for your week.

Who do you typically work with in St. Pete?

Professionals in their late 20s to 40s (tech, medicine, dual-income families) who are earning well and want a modern, fee-only advisor instead of the traditional broker experience.

What does it cost?

Investment management is 1% of assets under management (an annual fee, charged monthly). Financial planning is $200 per month, waived once your accounts with us total over $500k. Same pricing local or virtual. Full details on our pricing page.

Serving St. Petersburg & beyond

Ready to build a plan that fits your life in St. Petersburg?

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No obligation. No sales pitch. Just a conversation.

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