$53.8M Total AUM
$48.4M Disc. AUM
-- 3Y CAGR
1 Employees
39 ADV. Clients
5 yrs Firm Age
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- Custodian
- Altruist ยท Charles Schwab & Company
- Clients
- Retail
- Platforms
- Available
- Established Date
- 12-07-2020
- Office Locations
- 1
Office Locations
1600 E 8TH Ave. Ste. A200 Tampa FL
About Southshore Financial Planning
Southshore Financial Planning is a Florida-based, fee-only fiduciary serving Tampa Bay and clients nationwide with retirement-focused financial planning and investment management. The firm emphasizes evidence-based portfolio construction, withdrawal and proactive tax planning, and offers planning-only engagements with no account minimums. Custody includes Altruist and Schwab.
Team overview
-- AVG AGE
$53.8M AVG AUM / ADVISOR
$1.4M AVG AUM / CLIENT
5.6 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
5yrs Firm Age
Insights
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Asset Classes
Available
Client Personas
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Custodian
Available
Investment Themes
Available
Investment Vehicles
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Services
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Technology
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Owner & Executives
C
CHRISTOPHER PAUL SHOUP
Chief Compliance Officer, Financial Planner, PRINCIPAL
- CRD
- #4822786
- Ownership
- 75% or more
Available
Available
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $48,407,258 | -- |
| Non-Discretionary | $5,427,537 | -- |
| Total | $53,834,795 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
Public Funds:
Available Equity - Exchange:
Available U.S. Government/Agency:
Available Cash:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Equity - Exchange | Available | Available |
| U.S. Government/Agency | Available | Available |
| Cash | Available | Available |
| Total | Available | Available |
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