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Financial advisor · Tampa, FL
Many Tampa financial advisors work on commission or require a high minimum to get started. Hunt Wealth Planning is different: fee-only, fiduciary, no account minimums, and built specifically for professionals who are still building wealth, not just for retirees or people who have already arrived. If you're a Tampa area professional who wants a fiduciary on your side, we'd like to talk.
Local roots, modern advice
Founder Austin Hunt is based in Tampa and works with local professionals building serious wealth, plus clients across the country by video.
What we do
Why Hunt Wealth Planning
Where we serve
Hunt Wealth Planning is based in Tampa and works with clients across the metro area in person, and with clients anywhere by video.
Home base for Hunt Wealth Planning, serving clients downtown and across the city.
Serving professionals throughout the wider Tampa-St Petersburg-Sarasota metro area.
Meeting clients in Hyde Park, Davis Islands, and the rest of South Tampa.
Serving families and professionals in Tampa Palms and New Tampa.
Who we serve
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.
Tech and startup employees whose compensation includes equity they are not sure how to handle without a huge tax bill or an over-concentrated portfolio.
High earners who suspect they are leaving money on the table at tax time and want a plan that accounts for taxes all year, not just in April.
Professionals decades from retirement who want to know they are saving enough and saving smart, without obsessing over it.
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.
Common questions
No. Hunt Wealth Planning has no account minimums to start. We were built for people who are still building wealth, not people who have already arrived.
Yes. We are a virtual-first firm and work with clients across the country. If you are in the Tampa area, we are happy to meet locally too.
Client accounts are held at Altruist, a modern custodian built for independent RIAs. Your accounts stay in your name: we manage them, but we never take possession of your funds.
We handle the heavy lifting. Accounts transfer electronically to Altruist, and we plan the transition to be tax-aware wherever possible.
We are not a tax-prep firm, but we plan around your taxes all year and coordinate with your CPA so filing season holds fewer surprises.
No. We are fee-only, which means we do not earn commissions on any product, including insurance.
No. We track the index cost-effectively and put the effort into tax management and planning, where the impact tends to be more reliable.
We are fee-only. Our compensation comes directly from clients, never from commissions or product sales.
Prefer to talk it through first? Call us at (813) 419-1780.
Tampa, FL + virtual nationwide
No obligation. No sales pitch. Just a conversation.
