Financial Advisors
St. Petersburg, FL
AVID Planning is a fee-only financial advisory firm in St. Petersburg specializing in comprehensive financial planning for high-earning couples and individuals. Founded and led by David and Jack, the firm creates purpose-driven financial plans centered around clients' values, priorities, and life aspirations—helping busy professionals organize their finances, clarify retirement readiness, and make confident decisions about their money. They offer ongoing guidance, education, and active listening to help clients achieve meaningful results, gain peace of mind, and feel in control of their financial future.
Ideal for: High-earning couples, busy professionals nearing retirement, individuals seeking fee-only advisory relationships, couples wanting to align financial decisions with shared values
Service area: St. Petersburg, Tampa Bay, and surrounding Florida areas
Purpose-Driven Planning Approach: AVID Planning creates financial plans centered around clients' values and life priorities, not just investment returns. They help busy couples align their finances with their aspirations and overcome financial anxiety.
Fee-Only Model: As a fee-only advisory firm, AVID Planning has no commissions or conflicts of interest—clients pay for advice directly, ensuring recommendations are in their best interest.
Long-Term Client Relationships: The firm's clients report 17+ year partnerships with David and Jack, who provide continuous education, regular meetings, and proactive financial updates as life circumstances change.
Address: 360 Central Ave Suite 1160, St. Petersburg, FL 33701
Phone: (727) 228-6840
Website: avidplanning.com
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