Advisor at BayTrust Wealth Management, LLC
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Firm
BayTrust Wealth Management, LLC
Location
Tampa, FL 33613
Credentials
Series 63, Series 65
Industry experience
5 years
Chad Mullen is a financial advisor at BayTrust Wealth Management, LLC in Tampa, FL, with four years of industry experience. He holds Series 63 and Series 65 licenses and has worked at several firms, including The Vanguard Group, Lincoln Investment, and Advisory Services Network. In addition to his advisory role, he is a licensed insurance agent involved in the sale of life insurance and annuities. BayTrust Wealth Management, LLC provides discretionary investment management and retirement plan advisory services to institutional and pooled clients. The firm combines fundamental and technical analysis to build portfolios focused on long-term growth and downside protection, and it also offers financial planning and educational content for clients and prospects.
Based on BayTrust Wealth Management, LLC
Based on BayTrust Wealth Management, LLC
Fixed fees for standalone financial planning services typically range from $1,000 to $25,000
$250 per hour for financial planning services
Fee-only: Fixed fees for financial planning typically range from $1,000 to $25,000 (negotiable)
15316 N Florida Ave
Tampa, FL 33613
Florida
BayTrust Wealth Management, LLC
2026 - Present (1 year)
Advisory Services Network, LLC
2024 - 2025 (1 year)
BayTrust Financial (formerly Drew Capital Group)
2023 - Present (3 years)
Lincoln Investment
2023 - 2023 (1 year)
Capital Analysts
2023 - 2023 (1 year)
Kestra Investment Services, LLC
2022 - 2023 (1 year)
The Vanguard Group, Inc.
2020 - 2022 (2 years)
Legacy Planning Partners
2019 - 2020 (1 year)
WatchBox
2018 - 2018 (1 year)
Christiana Beer Outlet
2018 - 2018 (1 year)
West Chester University
2017 - 2020 (3 years)
Harrisburg Area Community College
2016 - 2017 (1 year)
Good N Plenty
2015 - 2018 (3 years)
Pequea Valley High School
2012 - 2016 (4 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Is not active or affiliated with:
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Series 63, Series 65
Wesley Chapel, FL
Capital Wise Advisory
CFP®
Lithia, FL
Southshore Financial Planning
Hi, I'm Chris - Founder and Financial Planner at Southshore Financial Planning. I enjoy partnering with individuals and families to guide them to and through retirement so they can live life to the fullest. This is accomplished by first taking a deep dive into where clients are now financially and where they want to be. Then ideas are weaved together in the areas of cash flow, investments, taxes, insurance, debt and estate planning into one financial roadmap. Professionally, I am a CFP® Practitioner and have two finance-related degrees from the University of North Florida. My entire 19 year career has been dedicated to serving individuals and families in the financial services industry. Before founding Southshore Financial Planning, I spent 11 years at one of the largest financial institutions in the country where I was directly responsible for a $700 million client practice. On a personal note, my wife Heather and I are parents to three wonderful boys. In our free time we enjoy spending time with family, traveling, fishing, and watching the Tampa Bay Lightning.
Series 65, Series 66
Odessa, FL
William D Hughes
Series 65
Tampa, FL
AURE Investments
Series 63, Series 65
Safety Harbor, FL
Reynolds Capital Management, Inc.
Series 63, Series 65
Tampa, FL
RetireSharp Wealth Management, LLC
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