Chris Shoup, CFP®
Financial Planner • Fiduciary • Flat Fee
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Southshore Financial Planning Chris Shoup, CFP®
Tampa, FL
Serving Clients Nationwide
Financial Planner • Fiduciary • Flat Fee
5 out of 5 Stars
Jump to Reviews Areas of Focus
- Investment Management
- Retirement Planning
- Tax-Aware Retirement Income Coordination
- Tax-Efficient Planning
- Tax-Smart Distribution Planning
About Chris Shoup, CFP®
Hi, I’m Chris Shoup. I'm the owner of Southshore Financial Planning, a flat fee financial planner for retirees in Tampa Bay and across the country. My entire 22-year career has been dedicated to serving individuals and families as a financial advisor.Professional Designations
- CERTIFIED FINANCIAL PLANNER ®
Affiliations
- Fee Only Network
- Flat Fee Advisors
- National Association of Personal Financial Advisors
- XY Planning Network
Primary Location
1600 E 8th Ave., Ste. A200, Tampa, FL 33605
Meeting Options
- Video Conference
- In-Person
- Phone
Compensation Methods
- Fee Only
- Flat Fee
- Offers Advice-Only Services
- One-time Financial Plan
What to expect in the first meeting
In this 20-minute virtual meeting, our first objective is to listen to you and understand what you're trying to achieve. Then we will provide a high-level overview of our firm and answer any questions you have. If we both feel like it may be a good fit, there will be an option to schedule a second meeting. In this second meeting, we dive deeper into our planning process and client experience, and answer additional questions. If at any point we identify it's not a good fit, we will provide you with resources to help identify firms that would be a better fit.Offers Investment Management
Yes
About Southshore Financial Planning
We help people who are close to or already retired put together a Retirement Plan that covers:✅ Goal Planning
✅ Retirement Income Planning
✅ Proactive Tax Planning
✅ Health Care Expense Planning
✅ Investment Planning
✅ Risk Management
✅ Estate Planning
We work with clients in one of two ways. A one-time Retirement Plan or an ongoing Wealth Management service.
For a one-time Retirement Plan, we charge a flat fee of $4,000-$6,000. For ongoing Wealth Management, we charge a flat $12,000 annually.
Wealth Management relationship covers these Retirement Plan areas, plus:
✅ Investment Management
✅ Tax Preparation and Filing
✅ Monitoring Retirement Goal Progress
✅ 3 Meetings per Year: Winter (Investment & Cash Flow), Spring (Tax & Risk Management), and Fall (End of Year Items & Estate Planning) Meetings
Services are customized to clients; this is a general outline.
Education
University of North Florida - Coggin College of Business, Bachelor of Business Administration (BBA), Finance
Volunteer Experience
Co-Leader, West Florida Study Group - National Association of Personal Financial Advisors, Oct. 2023 - Mar. 2026 | Dream Society Member - Children's Dream Fund, Feb 2019 - Dec 2023 | Personal Financial Planning Advisory Council Member - University of South Florida Muma College of Business, Sep 2021 - Aug 2022
Hobbies and Interests
- Boating
- Church
- Eating Out
- Exercising
- Family
- Fishing
- Grilling
- Hiking
- Hockey
- Reading
- Running
- Traveling
- Volunteering
- Walking
- Working Out
SEC Lookup
View DisclosureWho We Serve
- Attorneys
- Baby Boomers
- Corporate Executives
- Couples
- DIY Investors
- Dual Income Family
- Engineers
- Gen X
- Healthcare Professionals
- Individuals
- Living in Retirement
- Parents
- Physicians
Wealthtender® is a trusted, independent financial directory and educational resource governed by our strict Editorial Policy, Integrity Standards, and Terms of Use. While we receive compensation from featured professionals (a natural conflict of interest), we always operate with integrity and transparency to earn your trust. Wealthtender is not a client of these providers. Testimonials may not be representative of other clients’ experiences and do not guarantee future performance or success.
Outstanding Review with Southshore Financial Planning.
✅ Wealthtender Certified Advisor Review™
Jan 23, 2026
I am a medical doctor about one year away from retirement and have managed my own investment portfolio throughout most of my career. As I approach retirement, I wanted a comprehensive, objective review of my entire financial and retirement plan. After researching several options, I chose Chris Shoup at Southshore Financial Planning largely because of his transparent and reasonable fee structure. Chris did an exceptionally thorough job analyzing my full financial picture. He uses a very organized, step-by-step planning process that includes a series of focused meetings, which allowed us to thoughtfully build a plan together. The final product was detailed, refined, and well thought out. It addressed cash flow projections, tax considerations, Roth conversion strategies, Social Security timing recommendations for both spouses, and asset allocation with appropriate adjustments. He also covered the broader aspects of estate planning, including insurance considerations and coordination with legal documents. Importantly, Chris did not push any specific financial products. As someone who is cautious about advisors who aggressively promote annuities, I greatly appreciated his objective, advice-only approach. I was extremely pleased with the entire process and found his recommendations to be sound and well worth the investment. If I decide to work with a full-time financial advisor in the future, Chris will absolutely be my first call. There is a lot to like about his management style and fee structure, and I would highly recommend him to anyone seeking thoughtful, unbiased financial planning.
Relationship to Financial Advisor: Former Client
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
Great, Approachable, Available Financial Partner
✅ Wealthtender Certified Advisor Review™
Dec 18, 2025
We've been clients of Southshore Financial Planning for the past 4 years and felt it has been well worth the investment. We have a somewhat complex financial profile with multiple businesses including our primary business being highly seasonal and commission based. Chris is adept at determining our risk tolerance, talking through various investment strategies, covering implications of risk/reward of those strategies, thinking through and planning out cash flow, as well as helping us align our finances with our long-term personal goals. Beyond his wealth of knowledge, Chris down to earth, very approachable and accessible to bounce ideas or talk through implications to our overall financial plan at a moment's notice outside of scheduled meetings he normally coordinates. They provide us thorough analysis as well as additional technology to help us manage our day-to-day finances. His office also offers additional services beyond investing to ensure you and your family are thinking about all aspects of your financial picture from insurance to estate planning and tax review and then some. Nearly every meeting we have, we leave with something that Chris has brought to the table for us to consider. Lastly, although they have in-house services, as a small business themselves they're respectful of other small businesses you may already have a relationship with, such as a CPA, and are still willing to review those documents to ensure your maximizing all areas of your financial health. This is not to get more business for themselves, but to ensure your other vendors are doing their best for you as well. When we set out to find a financial advisor, we were looking really for an financial expert to be our partner to help us understand and navigate the very complex world of personal financing and we that's exactly what we have with Chris and Southshore Financial Planning. I cannot recommend him enough.
Relationship to Financial Advisor: Client as of Dec 18, 2025
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
Professional & Informative
✅ Wealthtender Certified Advisor Review™
Sep 12, 2025
Our experience with Mr. Shoup has been 5 star. Chris has amazing people skills and is a plethora of knowledge in the field. His education and wisdom gave us confidence as we made decisions about our financial future. We feel he had OUR best interest in mind as he walked us through his thinking/ planning strategies. Chris has been there every step of the way in our journey to financial freedom and best practice in investing. We highly recommend. A bonus: he's super nice too.
Relationship to Financial Advisor: Former Client
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
The Onboarding Process is highly organized and detailed.
✅ Wealthtender Certified Advisor Review™
Sep 10, 2025
We've just completed the approval of Chris' plan for us and the signing of the agreements. The impressive, 8-week onboarding process resulted in a plan that showed how very well Chris gathered information and listened to our needs. We're excited to watch the unfolding of the plan and are happy to highly recommend Chris Shoup and Southshore Financial Planning.
Relationship to Financial Advisor: Client as of Sep 10, 2025
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
Financial Planning That Truly Fits Our Life
✅ Wealthtender Certified Advisor Review™
Jun 10, 2025
Chris made financial planning feel approachable and personal for both me and my wife. He listened closely, understood what mattered most to us, and delivered a clear, customized roadmap we could follow. His flat-fee structure gave us peace of mind, and we always felt he was in our corner, not selling, just advising. Even working remotely, the experience was seamless. If you're looking for a financial advisor who’s transparent, responsive, and genuinely committed to your goals, Chris is the one to call.
Relationship to Financial Advisor: Client as of Jun 10, 2025
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
Shout-out for Shoup!
✅ Wealthtender Certified Advisor Review™
Jan 23, 2025
Bev and I are pleased to share our experience with Chris. Over the past year, and from our first meeting, it was clear that Chris has a deep understanding of finance and truly cares about his clients' success. For us, what makes Chris Shoup stand out is his broad knowledge of financial planning and investment strategies. Add also that he breaks down complicated concepts, and for visual learners like my wife and I, that is vital component to making informed decisions. Chris worked to fit a financial plan unique to our situation and dreams. That takes time and personal commitment. Before Chris, we had financial help, but it felt ‘cookie-cutter’ or unrealistic in goals. We got lucky – we called Chris. Now with Chris we feel secure in our custom financial plan. Chris stays in contact and advises as needed. He also provides access 24/7 to all our financial progress. We wanted to keep this short, but there are so many positives about Chris Shoup and his team’s approach to financial management. We highly recommend Chris Shoup for financial management. If you need help with your finances, give Chris a call.
Relationship to Financial Advisor: Client as of Jan 23, 2025
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
Thankful for Mr. Shoup’s Adivce
✅ Wealthtender Certified Advisor Review™
Jan 23, 2025
I have known Chris for many years. He has helped me secure a retirement that will allow me to be independent and comfortable. Chris is always available to answer any questions I have in a way that is understandable to a lay person. I’m so please to have such a caring and responsible advisor. He’s wonderful.
Relationship to Financial Advisor: Client as of Jan 23, 2025
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
Professional and personable
✅ Wealthtender Certified Advisor Review™
Jan 23, 2025
Chris has been working with my husband & I for just over 2 years now, as we consulted him before I retired. He was very professional in helping us with investments & figuring out a spending plan. We depend on his knowledge and plan to keep working with him for years to come.
Relationship to Financial Advisor: Client as of Jan 23, 2025
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
Top notch!
✅ Wealthtender Certified Advisor Review™
Jan 12, 2025
We searched extensively and then directly contacted several fee only, fiduciary CFPs before agreeing to start working with Chris. It has been about six months and we could not be happier. His knowledge, attention to detail, professionalism, methodical approach and desire to provide a great service have exceeded our expectations. We are looking forward to a relationship of many years.
Relationship to Financial Advisor: Client as of Jan 12, 2025
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
Highly recommend!
✅ Wealthtender Certified Advisor Review™
Jan 11, 2025
My husband and I have been with Chris for almost 2 years and have nothing but accolades for him. We are in our early 60's and didn't know how we stood financially for future retirement (never used a financial planner). After interviewing several financial planners, Chris came out on top! He is trustworthy, knowledgeable, and provided valuable information and guidance. Chris is very personable, easy to reach, and answers all our questions and concerns. He provides a comprehensive, holistic approach to financial planning. Definitely grateful that we chose Chris.
Relationship to Financial Advisor: Client as of Jan 11, 2025
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
A financial adviser you can trust!
✅ Wealthtender Certified Advisor Review™
Jan 23, 2024
We have been working with Chris for over a year. Financial advisers are a dime a dozen. We felt it was hard to find someone we can trust with our hard earned money. We are so happy to have found Chris. Being a fiduciary advisor he will always act in the best interests of his clients. He is really knowledgable and trust worthy. He listens and is easy to work with. We definitely recommend Chris to anyone looking for a financial adviser.
Relationship to Financial Advisor: Client as of Jan 23, 2024
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
Wealth of Knowledge
✅ Wealthtender Certified Advisor Review™
Jan 21, 2024
I interviewed numerous flat-fee advisors and chose Chris because of his level of experience, communication skills and I felt he was trustworthy. I have been working with him for 6 months and I have learned a lot. He advices and listens but I never feel pressured to make a decision I am not comfortable with. I feel like I have a plan that is set but will also evolve as my needs change. He is knowledgable in insurance, tax implications and goal setting along with investing. When I asked for a report that was not readily available, he found a way to create it for me. I feel like I have a partner that is invested in my future!
Relationship to Financial Advisor: Former Client
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
Exceptional Financial Guidance: A Trustworthy Ally in Wealth Management
✅ Wealthtender Certified Advisor Review™
Jan 10, 2024
I just wanted to take a moment to share my experience with Chris. This guy is top-notch! He's super attentive – always on top of market trends and investment opportunities. I truly trust him to guide me in the right direction. His communication skills and genuine interest in my financial goals make every meeting productive and stress-free. Highly recommend if you're seeking a trustworthy financial ally.
Relationship to Financial Advisor: Former Client
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
Review of Chris Shoup
✅ Wealthtender Certified Advisor Review™
Jan 8, 2024
When I first decided to get a financial planner, I decided to interview 3 that i was considering from suggestions and advertising. I was impressed with them all and it was a tough decision. I decided to meet with Chris and after talking to him and letting him know what I was wanting for my future investments, Chris had engineered a game plan for a portfolio that I felt was perfect for me. There was no pressure as on me and he was very patient with our potential future business alliance. I have been using Chris for over a year now and i am very pleased with the results that I have seen each quarter. If I call to check on accounts or ask about a investment i am interested in, he is very thorough in his research and commitment to follow through. So far i am very satisfied with the results I have seen and when i am asked to recommend someone, I always refer Chris and his Team without hesitation.
Relationship to Financial Advisor: Client as of Jan 8, 2024
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
First time
✅ Wealthtender Certified Advisor Review™
Jan 6, 2024
After receiving an inheritance, I thought it might be beneficial to get some guidance. After interviewing 3 advisors, I decided to go with Chris. Although we all like to THINK we know what we are doing, I soon realized I had much more to learn. Chris advised me on not only the inheritance and my other investments but guided me in my Trustee role with the grandkids trust as well. He directed me to diversify, and helped with tax mitigation strategies. Chris is a wealth of knowledge, easy to communicate with, and responds promptly to any questions I have. I really lucked out!
Relationship to Financial Advisor: Former Client
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
Glad we found Chris
✅ Wealthtender Certified Advisor Review™
Jan 6, 2024
We had never used a compensated financial advisor before, opting to utilize free advisors through my workplace. After retiring, my wife became uncomfortable with the thought of "What if something happened to me". She didn't feel confident in being able to manage finances on her own, so we began a process to find an advisor. Prefering the fee based approach for advice, we found Chris via the Zoe website. We reviewed several advisors, choosing Chris in the end. We have been extremely happy with that choice and have utilized his advice for the last 20 months. Chris was very helpful with our transition from self managed to advisor managed investments, allowing us to gain comfort with this new role for us. He explains his approach to investing simply and brings a steady voice with sound advice for our goals. We're looking forward to a long partnership with Chris.
Relationship to Financial Advisor: Client as of Jan 6, 2024
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
A financial advisor that listens to what is important to you and follows through with recommendations and strategies based on your input.
✅ Wealthtender Certified Advisor Review™
Jan 6, 2024
Although my wife and I have strong investment backgrounds (having held Registered Principals Licenses before retirement). We live by the old adage of "a lawyer who represents her/his self has a fool for a client". We have worked with Chris for nearly 12 months and we have been very pleased with his professionalism, expertise and his willingness to customize an investment strategy that meets our specific wishes and needs.
Relationship to Financial Advisor: Client as of Jan 6, 2024
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
Recommendation
✅ Wealthtender Certified Advisor Review™
Jan 5, 2024
Shortly after my wife and I moved to SC 14 years ago, our financial advisor of many years passed away. We carefully chose financial advisors with whom we worked for several years before choosing a replacement who turned out to be not well suited to our needs. We have been working with Chris ever since. Our relationship with Chris is entirely professional -- we had never met before we began to work together. I find his advice professional, accurate, and sensible. While I do not always agree with his recommendations, I usually do and follow them, to the benefit of our estate. As a retired practicing attorney, I appreciate the way Chris analyses a given situation before making a recommendation. I wholeheartedly recommend him.
Relationship to Financial Advisor: Client as of Jan 5, 2024
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
Chris listens.
✅ Wealthtender Certified Advisor Review™
Jan 4, 2024
As a woman, I was tired of being talked down to. Chris listens, advises, and still tells both sides but lets me decide. He knows my goals and is helping me reach them.
Relationship to Financial Advisor: Client as of Jan 4, 2024
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
Great Partner in Our Financial Journey
✅ Wealthtender Certified Advisor Review™
Jan 4, 2024
We have known Chris Shoup for quite some time and he has been our financial planner for almost two years. My one need from Chris is that his value as a fiduciary outweigh our investment in him. If this is the only ante he wins in spades. Specifically, his attention to detail on Insurance, tax related resources, 401K, retirement goals and end of life planning make him a trusted partner for my wife and I. I searched for flat fee fiduciary and was lucky to acquire the services of Chris and Southshore.
Relationship to Financial Advisor: Former Client
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
Highly recommend Chris Shoup at Southshore Financial
✅ Wealthtender Certified Advisor Review™
Jan 4, 2024
We were the 6th clients of Chris Shoup at Southsore Financial. I are so happy that we took the leap into financial freedom in retirement and beyond. Chris is always open to questions at anytime. If I have an immediate question, I can email or text him and he makes the time to talk to me and my husband. His pricing is reasonable, especially for all the personalized attention that we receive. I have gave several referrals for Chris because I truly believe that anyone would be 100% satisfied with his services.
Relationship to Financial Advisor: Client as of Jan 4, 2024
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
Exceptional Financial Planning with Transparent Pricing
✅ Wealthtender Certified Advisor Review™
Jan 4, 2024
I have been a client of Chris Shoup at Southshore Financial Planning for about six months. From the outset, it became evident that Chris possesses an exceptional level of financial knowledge and expertise. One of the standout features of working with Chris is his commitment to transparency and fairness in pricing. Unlike many financial planners who charge a percentage of assets under management, Southshore Financial Planning operates on a flat fee structure. Chris took the time to thoroughly understand my financial goals, risk tolerance, and long-term aspirations. His ability to communicate complex financial concepts in a clear and understandable manner was truly appreciated. He not only guided me through the intricacies of investment strategies but also provided valuable insights into tax planning, insurance recommendations, retirement planning, and overall wealth management. I appreciate Chris's proactive approach to financial planning. He consistently keeps me informed about market trends, potential investment opportunities, and any adjustments needed to align my portfolio with my financial objectives. His dedication to staying abreast of the latest industry developments instills confidence in his ability to make well-informed decisions on my behalf. SSFP uses state of the art software tools that provide the ability to model various strategies and determine which one makes the most sense based on my unique circumstances. In conclusion, Chris has not only demonstrated a high level of financial acumen but has also established a client-friendly fee structure that prioritizes transparency and fairness. I wholeheartedly recommend Chris Shoup to anyone seeking a knowledgeable and trustworthy financial planner committed to providing personalized and transparent services.
Relationship to Financial Advisor: Client as of Jan 4, 2024
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
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Please see important disclosures below awards View Disclosures
Wealthtender Awards
Chris Shoup, CFP® received the 2025 Wealthtender Voice of the Client Highly Rated Advisor award.
Award Disclosures
Wealthtender awarded Chris Shoup, CFP® with its 2025 Voice of the Client Highly Rated Advisor Award on 06/01/25. Rating criteria based on eligible client reviews published on Wealthtender between 1/1/24 and 06/01/25. Although Southshore Financial Planning compensates Wealthtender for marketing services (including eligibility to be considered for this award), Wealthtender’s award criteria is objective and not influenced by compensation. This award is not a guarantee of future performance or success and client reviews may not be representative of the experience of all past or future clients. ↗️ View additional award details and FAQs (wt.reviews/awards)
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