Caliber Wealth Advisory
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Total assets under management
$24,144,175
Total clients
21
38% high-net worth
Total advisors
1
of 1 employees
Firm size
Independent
1 advisor
Average clients per advisor
21
Average account size
$1,149,723
About
Caliber Wealth Advisory provides investment management, comprehensive financial planning, and retirement plan consulting to individuals, high‑net‑worth clients, employer plan sponsors, government agencies, corporations, and other businesses. The firm operates on a fee‑only basis and manages client portfolios on a discretionary basis, while also assisting with third‑party manager selection and implementation when appropriate.
The firm primarily practices passive investment management, constructing asset‑class weighted portfolios using index mutual funds and ETFs, and supplements that approach with fundamental, technical, cyclical, and charting analysis as needed. Client relationships are guided by written Investment Policy Statements and periodic reviews, and Caliber emphasizes cost‑ and tax‑efficient portfolio construction and tailored implementation for each client’s objectives.
A distinguishing feature of the firm is its work with institutional clients and ongoing pension consulting, including the ability to act in ERISA 3(21) or 3(38) fiduciary capacities for retirement plans—services that are relatively uncommon for firms of this size. Caliber reports about $24.1 million in assets under management across a modest client base, maintains a $500,000 account minimum, and its lead advisor holds CFP® certification while also maintaining an unrelated compensated role outside the firm.
Client services
Financial planning
Portfolio management
Pension consulting
Selection of other advisers
Expertise
Cash flow / budgeting
Occupation focus
Government Employee
Founder/Business Owner
Fee options
$0 - $1,000,000: 1.25% $1,000,001 - $3,000,000: 1.00% $3,000,001 - $5,000,000: 0.75% $5,000,001 - $15,000,000: 0.50% $15,000,001+: 0.40%
Comprehensive Financial Planning ongoing fee $100-$750 per month
Account minimum: $500,000 Minimum fee: Annual plan fee of $4,000 for Retirement Plan Consulting Fee-only: Comprehensive Financial Planning: upfront fee $500-$10,000 plus $100-$750 per month
Main office location
Caliber Wealth Advisory
4830 W Kennedy Blvd, Suite 600
Tampa FL 33609, United States
Number of offices
1
Most active in
Caliber Wealth Advisory has reported serving >5 clients in these states in the last 12 months.
Connecticut · Florida · Georgia · Oklahoma · Texas
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
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 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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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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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.
Forms ADV
Quick links
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