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Trajan WealthFinancial advisor in Tampa, FL

Trajan Wealth is a financial advisor at 4830 W Kennedy Blvd Ste 600, Tampa, FL 33609, ranked #42 of 300 financial planners in Tampa and rated 4.8 from 21 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) 550-1000Website ↗

Key facts

Key facts about Trajan Wealth
Address4830 W Kennedy Blvd Ste 600, Tampa, FL 33609Get directions
Phone(813) 550-1000
Websitetrajanwealth.com
HoursMonday to Friday: 8 AM – 5 PM
Google rating4.8 from 21 Google reviews

Specialties

Each specialty shows the evidence we matched it on.

Service area

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

Based in Tampa, FLView on map

Opening hours

Opening hours for Trajan Wealth
DayHours
Monday8 AM – 5 PM
Tuesday8 AM – 5 PM
Wednesday8 AM – 5 PM
Thursday8 AM – 5 PM
Friday8 AM – 5 PM
SaturdayClosed
SundayClosed
  • Open evenings — no
  • Open Saturdays — no
  • Open Sundays — no

Questions about Trajan Wealth

How is Trajan Wealth ranked in Tampa?

Trajan Wealth is ranked #42 of 300 financial planners in Tampa by RFA Score, with 66 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 Trajan Wealth’s hours?

Trajan Wealth is open Monday to Friday. Its listed hours are Monday to Friday, 8 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 Trajan Wealth serve?

Serves Tampa and 11 towns within 25 miles: Egypt Lake-Leto, Town 'n' Country, Carrollwood, Carrollwood Village, Palm River-Clair Mel, Westchase, East Lake-Orient Park, Lake Magdalene, Citrus Park, University and Northdale. 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 Trajan Wealth?

Trajan Wealth has a rating of 4.8 from 21 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 Trajan Wealth?

Call Trajan Wealth on (813) 550-1000. The business is at 4830 W Kennedy Blvd Ste 600, 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

Trajan Wealth compared with nearby businesses
BusinessRankRFA ScoreGoogle ratingSaturdaySundayDistance away
Trajan Wealth (this business)—664.8 (21)NoNo
SMF Private Wealth - Sandy Morris Financial & Estate Planning Services LLC.#14664.7 (26)NoNo7.1 mi
WealthKeel LLC#15665.0 (20)NoNo4.8 mi
Bay Harbor Private Wealth Group#17655.0 (17)YesNo1.4 mi

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