Steven Cass
Advisor at HB Wealth
Updated today
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Firm
HB Wealth
Location
Tampa, FL 33607
Credentials
CFP®, Series 63, Series 66
Industry experience
22 years
About
Steven Cass is a financial advisor at HB Wealth with 22 years of industry experience. He holds the CFP® designation along with Series 63 and 66 licenses. Prior to joining HB Wealth in 2024, he worked at SunTrust Advisory Services and its affiliated entities from 2011 to 2024. Cass serves as a board member of the Morton Plant Mease Healthcare Foundation, supporting community health initiatives. HB Wealth provides wealth management and financial planning services primarily to individuals and families, as well as trusts, retirement plans, corporate entities, foundations, and family offices. The firm’s investment approach aligns client goals and risk tolerances with its capital markets outlook, employing a diverse range of instruments and conducting thorough manager and private fund due diligence.
Client services
Based on HB Wealth
Financial planning
Portfolio management
Selection of other advisers
Bill pay services
Expertise
Based on HB Wealth
Private / alternative investments
Real estate investing
Wealth management
Fee options
$0 - $1,000,000: 1.250% $1,000,001 - $5,000,000: 1.000% $5,000,001 - $10,000,000: 0.750% $10,000,001 - $30,000,000: 0.625% $30,000,001+: 0.500%
Hourly financial services occasionally provided; specific rates not clearly stated.
Account minimum: $12,500 (minimum annual fee, negotiable and may be waived or tiered) Minimum fee: Minimum annual fee of $12,500, negotiable and may be waived or tiered Fee-only: Financial planning services may be provided on an hourly basis; specific hourly rates not stated in brochure.
Location
2502 North Rocky Point Drive, Suite 900
Tampa, FL 33607
Most active in
Steven C has reported serving >5 clients in these states in the last 12 months.
Florida
Work history
HB Wealth Management, LLC
2024 - Present (2 years)
SunTrust Advisory Services
2016 - 2024 (8 years)
Suntrust Bank
2011 - 2024 (13 years)
Suntrust Investment Services, Inc.
2011 - 2024 (13 years)
Disclosures
Disclosures include customer complaints, regulatory actions, employment terminations, bankruptcies, and certain legal protections.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is active or affiliated with:
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Chris S
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.
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Series 63, Series 65
Tampa, FL
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John M
Series 65
Tampa, FL
CPA Synced Financial
William J
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