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Advanced Wealth Planning GroupFinancial advisor in Tampa, FL

Advanced Wealth Planning Group is a financial advisor at 5401 W Kennedy Blvd Ste 460, Tampa, FL 33609, ranked #29 of 101 wealth managers in Tampa and rated 5.0 from 9 Google reviews. Open Monday to Friday.

Facts on this page come from public sources and the firm itself. They are not a recommendation and are not checked by any regulator. Check the firm’s registration and disciplinary history on Investor.gov or FINRA BrokerCheck (in Canada, the CSA National Registration Search) and read its Form CRS and Form ADV Part 2 brochure before you hire it.

Tampa, FLUpdated 0 paid placements in any rankingHow we rank

Call (813) 770-9864Website ↗

Key facts

Key facts about Advanced Wealth Planning Group
Address5401 W Kennedy Blvd Ste 460, Tampa, FL 33609Get directions
Phone(813) 770-9864
Websiteadvwealthplan.com
HoursMonday to Friday: 9 AM – 5 PM
Google rating5.0 from 9 Google reviews

Specialties

Each specialty shows the evidence we matched it on.

Service area

Serves Tampa and 11 towns within 25 miles: Town 'n' Country, Egypt Lake-Leto, Carrollwood, Carrollwood Village, Westchase, Citrus Park, Palm River-Clair Mel, Lake Magdalene, East Lake-Orient Park, Oldsmar and Safety Harbor.

Based in Tampa, FLView on map

Opening hours

Opening hours for Advanced Wealth Planning Group
DayHours
Monday9 AM – 5 PM
Tuesday9 AM – 5 PM
Wednesday9 AM – 5 PM
Thursday9 AM – 5 PM
Friday9 AM – 5 PM
SaturdayClosed
SundayClosed
  • Open evenings — no
  • Open Saturdays — no
  • Open Sundays — no

Questions about Advanced Wealth Planning Group

How is Advanced Wealth Planning Group ranked in Tampa?

Advanced Wealth Planning Group is ranked #29 of 101 wealth managers in Tampa by RFA Score, with 63 out of 100 as of November 2026. The score weighs reputation, registration, review volume, recency, specialty focus, proximity, claimed profile and partnered. No business can pay to change its rank.

What are Advanced Wealth Planning Group’s hours?

Advanced Wealth Planning Group is open Monday to Friday. Its listed hours are Monday to Friday, 9 AM – 5 PM. It is closed on Saturdays and closed on Sundays. Hours come from the business listing; holiday hours may differ.

What areas does Advanced Wealth Planning Group serve?

Serves Tampa and 11 towns within 25 miles: Town 'n' Country, Egypt Lake-Leto, Carrollwood, Carrollwood Village, Westchase, Citrus Park, Palm River-Clair Mel, Lake Magdalene, East Lake-Orient Park, Oldsmar and Safety Harbor. The list is based on the business's location and the usual service radius for financial advice. Confirm your address is covered when you call.

What do Google reviews say about Advanced Wealth Planning Group?

Advanced Wealth Planning Group has a rating of 5.0 from 9 Google reviews. The RFA Score adjusts the star rating for review count, so a high rating from a few reviews counts for less than the same rating from many.

How do I contact Advanced Wealth Planning Group?

Call Advanced Wealth Planning Group on (813) 770-9864. The business is at 5401 W Kennedy Blvd Ste 460, Tampa, FL 33609. Its website is linked in the key facts on this page. Ask for the firm’s Form CRS and Form ADV Part 2 brochure before you sign anything.

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Compare nearby financial advisors

Advanced Wealth Planning Group compared with nearby businesses
BusinessRankRFA ScoreGoogle ratingSaturdaySundayDistance away
Advanced Wealth Planning Group (this business)—635.0 (9)NoNo
Tampa Bay Wealth Management#28635.0 (9)NoNo4.8 mi
Wealth Warden Partners#30635.0 (9)NoNo4.6 mi

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