Advisor at Capital Advisory Group
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
Capital Advisory Group
Location
Tampa, FL
Credentials
CFP®, Series 63, Series 66
Industry experience
19 years
William James is a CFP® professional with 19 years of experience in financial advising. He has been with Capital Advisory Group, an independent firm based in Tampa, FL, since 2008. Capital Advisory Group provides individualized wealth management and financial counseling to high-net-worth individuals, pension and profit-sharing plans, foundations, and businesses. The firm employs a consultative onboarding process to tailor portfolios and asset allocations, typically using mutual funds, ETFs, and third-party sub-advisors, while providing regular monitoring and reviews.
$1,000,000 - $4,999,999: 2.00% first year, 1.50% future years $5,000,000 - $9,999,999: 1.50% first year, 1.25% future years $10,000,000 - $24,999,999: 1.00% first year and future years $25,000,000 - $49,999,999: 0.75% first year and future years $50,000,000 - $99,999,999: 0.50% first year and future years $100,000,000+: On Request first year and future years
May receive commissions for insurance products, less than 5% of time spent, commissions vary by product and agreement
Account minimum: $1,000,000
Tampa, FL
Florida
Capital Advisory Group
2008 - Present (18 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.
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
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
Series 65
Tampa, FL
CPA Synced Financial
CFP®
Tampa, FL
Caliber Wealth Advisory
Tom LeClaire is the Principal and a Senior Wealth Manager at Caliber Wealth Advisory based in Tampa, FL. Tom holds the CERTIFIED FINANCIAL PLANNER™ designation and graduated from Stetson University with a Master of Business Administration and a Bachelor’s degree in Political Science. Prior to starting Caliber Wealth Advisory, Tom worked for Charles Schwab & Company for ten years, primarily as a Financial Consultant, where he developed and maintained client relationships focusing on financial planning, investment analysis, and portfolio management. In addition to leading a team of qualified professionals, his core responsibilities at Caliber Wealth Advisory include wealth management covering financial planning, strategic investment management, and client education. Since 1994, Tom has served in the Army Guard, deployed overseas three times, and currently works with the 50th Regional Support Group in Homestead, FL. Tom was born and raised in Central Florida and resides in Tampa. He is the proud husband of his wife, Michelle, and he spends his free time with her, raising their newborn daughter.
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