Timothy Best
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.
About
Timothy Best is a CFP® with 23 years of industry experience and is currently an advisor at HB Wealth. His prior experience includes roles at SunTrust Bank and its affiliated investment services firms from 2015 to 2024. HB Wealth provides wealth management and financial planning 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, utilizing a broad range of investment 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
Timothy B 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 Bank
2019 - 2024 (5 years)
SUNTRUST INVESTMENT SERVICES, Inc.
2019 - 2024 (5 years)
Suntrust Advisory Services, Inc.
2016 - 2024 (8 years)
suntrust Bank
2015 - 2019 (4 years)
SUNTRUST INVESTMENT SERVICES, Inc.
2015 - 2019 (4 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.
Nicholas B
Series 65
Tampa, FL
AURE Investments
Donald R
Series 63, Series 65
Safety Harbor, FL
Reynolds Capital Management, Inc.
Derek I
Series 63, Series 65
Tampa, FL
RetireSharp Wealth Management, LLC
John M
Series 65
Tampa, FL
CPA Synced Financial
William J
CFP®, Series 63, Series 66
Tampa, FL
Capital Advisory Group
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