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Caliber Wealth Advisory

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uuid0027jiy

Namestring
Caliber Wealth Advisory
Legal namestring
Caliber Wealth Advisory LLC
Websiteurl
caliberwealthadvisory.com
Company typeenum
Private
Founded yearint
2017
Descriptiontext

Caliber Wealth Advisory is a fee-only Registered Investment Adviser founded in 2017 and headquartered in Tampa, Florida. The firm delivers fiduciary wealth management services to professionals approaching retirement, experienced investors transitioning away from brokers or wirehouses, and institutional retirement plan sponsors across five registered states (Florida, Georgia, Connecticut, Oklahoma, and Texas). Its service menu spans comprehensive financial planning, strategic investment management, tax planning, succession/wealth-transfer planning, and retirement plan services for plan sponsors, with both virtual and in-person meeting options.

The firm operates without proprietary technology, instead assembling its service stack from third-party platforms: Orion Advisor powers the client portal and reporting, RightCapital provides retirement planning calculators, and STI/Tifin Grow delivers a portfolio assessment tool. Microsoft Office Forms is used for new-client intake. There are no disclosed AI/ML capabilities, patents, or proprietary models; technology functions as an enablement layer rather than a differentiator.

Caliber generates revenue exclusively through fee-only advisory compensation, with no commissions or product-based payments, and its precise fee schedule (AUM-based, flat, or hybrid) is not publicly disclosed. The firm is led by Principal and Senior Wealth Manager Tom LeClaire, a CFP® professional with prior tenure at Charles Schwab & Company and ongoing Army Guard service, supported by an Operations Associate. The client base is acquired through consultative relationships, content marketing via a blog published 2020-2026, organic search, and direct website/phone contact. No funding rounds, acquisitions, or institutional investors are disclosed.

Operating statusenum
Operating
Ownership categoryenum
Headcount rangeband
1–10
akta.pro rankint
HeadquartersTampa, United States
HQ citystring
Tampa
HQ countrystring
United States
HQ regionstring
North America
Markets served

Serves global market

Offices1 record

Each record includes

City, Country, Type, Description, Source

Keyword5 values
fee-only wealth management, registered investment adviser, comprehensive financial planning, retirement income planning, investment management services
Industry4 codes
1Financial Planning–Led RIAs
CodeFSAAACABPrimaryYes
2Investment Management Advisory (RIA)
CodeFSAEAAABPrimaryNo
3Registered Investment Advisor (RIA) Wealth Management
CodeFSAEABAAPrimaryNo
4Comprehensive/Full-Service RIAs & Independent Wealth Managers
CodeFSAAACAAPrimaryNo
NAICS code1 code
  • Portfolio Management and Investment Advice523940
SIC code1 code
  • Investment Advice6282
Product category
Wealth Management & Financial Planning
Social media profiles2 records
GTM motion1 record

Each record includes

Type, Description, Source

Revenue model1 record
1Fee-Only Advisory Services
TypeSubscription Recurring
Description

Caliber Wealth Advisory operates as a fee-only Registered Investment Adviser, meaning they do not receive commissions from product sales. They are compensated solely for providing objective, fiduciary investment advice aligned with clients' best interests. The specific fee structure (AUM-based, flat fee, or hourly) is not publicly disclosed on their website.

caliberwealthadvisory.com
Marketing channels3 records

Each record includes

Title, Type, Stage, Description, Source

Distribution channels1 record

Each record includes

Title, Type, Scope, Target buyer, Description, Source

Cost components5 values
Personnel, Technology or R&D, Operations, Marketing or Sales, Infrastructure
GTM typeB2C
B2C
Offering typeServices
Services
Core offering1 text field

Caliber Wealth Advisory LLC is an independent, fee-only Registered Investment Adviser (RIA) that provides personalized wealth management for individuals and families. The firm delivers ongoing investment management, comprehensive financial planning, tax and succession planning, retirement income planning, and retirement plan services, charging fees based on assets under management rather than commissions.

Differentiator
Functional benefit
Problem solved
Product overview1 text field

Caliber Wealth Advisory is a fee-only wealth management firm offering a unified service platform centered on fiduciary financial advice. The core offering combines comprehensive financial planning and strategic investment management, supplemented by specialized modules for tax planning, succession/estate planning, and retirement plan services. The firm emphasizes personalized, relationship-based advisory services rather than a product-driven approach, with all recommendations aligned to client interests under fiduciary standards.

Product and service7 records
1Fee-Only Wealth Management
CategoryWealth Management
Description

Ongoing investment management and wealth advisory service delivered on a fee-only basis (no commissions) to individuals, families, and households across multiple U.S. states.

2Comprehensive Financial Planning
CategoryFinancial Planning
Description

Holistic financial planning engagement for individuals and families that integrates goals-based planning with investment, tax, retirement income, and risk considerations.

3Strategic Investment Management
CategoryInvestment Management
Description

Portfolio construction and ongoing investment management built on disciplined asset allocation, security selection, and continuous monitoring for client portfolios.

4Tax Planning
CategoryTax Planning
Description

Tax planning service coordinated with the firm's investment and financial planning work to improve after-tax outcomes for clients.

5Succession Planning
CategoryEstate & Succession Planning
Description

Succession and estate planning service that helps clients plan the transfer of wealth to heirs and beneficiaries in coordination with their broader financial plan.

6Retirement Income Planning
CategoryRetirement Planning
Description

Planning service focused on building sustainable retirement income strategies, including withdrawals, Social Security coordination, and risk management in retirement.

7Retirement Plan Services
CategoryRetirement Plan Services
Description

Service for small-business retirement plan sponsors that provides investment selection, quarterly participant statements, participant education, and ongoing plan design assistance.

Scale indicator1 record

Each record includes

Type, Value, Description, Source

Recent move5 records

Each record includes

Date, Type, Title, Description, Source

Expansion highlight5 records

Each record includes

Type, Description

Market position
Strengths5 records

Each record includes

Headline, Details, Source

Weaknesses4 records

Each record includes

Headline, Details, Source

Competitive moat4 records

Each record includes

Type, Details

Key risks5 records

Each record includes

Headline, Details, Source

Key highlights6 records

Each record includes

Headline, Details, Source

Customer concentration

Classification, Details

Segment3 records

Each record includes

Title, Type, Primary, Description, Pain point addressed, Use case, Source

Ideal customer profile2 records

Each record includes

Profile, Firmographic size, Sales motion, Sales cycle length, Buying structure, Purchase trigger, Buyer persona, Geography, Industry vertical, Primary use case, Description, Pain points, Evidence proof points, Target buyer

Technology focused
No
API detail
Has APIbool
No

Docs URL, Description

Integration4 records

Each record includes

Title, Type, Description, Source

AI maturity
App detail

Has app

Core technology
Revenue estimate
Valuation estimate
Number of profiles
Profiles2 records

Each record includes

Name, Designation, Designation category, Overview, Profile commentary, Source

No data
Compliance5 records

Each record includes

Name, Class, Description

Funding overview

Funding stage, Last funding date, Total funding USD

Funding rounds

Each record includes

Round, Amount USD, Date, Pre money valuation, Total investors, Investors, News

Investors

Each record includes

Name, Type, Date of entry, Rounds participated, Website

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

M&A

Each record includes

Name, Acquisition type, Announced date, Completed date, Status, Website, News

Investment

Each record includes

Name, Round, Announced date, Lead investor, Website, News

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Caliber Wealth Advisory

Wealth Management & Financial Planningcaliberwealthadvisory.com

What Caliber Wealth Advisory does

Caliber Wealth Advisory is a fee-only Registered Investment Adviser founded in 2017 and headquartered in Tampa, Florida. The firm delivers fiduciary wealth management services to professionals approaching retirement, experienced investors transitioning away from brokers or wirehouses, and institutional retirement plan sponsors across five registered states (Florida, Georgia, Connecticut, Oklahoma, and Texas). Its service menu spans comprehensive financial planning, strategic investment management, tax planning, succession/wealth-transfer planning, and retirement plan services for plan sponsors, with both virtual and in-person meeting options.

The firm operates without proprietary technology, instead assembling its service stack from third-party platforms: Orion Advisor powers the client portal and reporting, RightCapital provides retirement planning calculators, and STI/Tifin Grow delivers a portfolio assessment tool. Microsoft Office Forms is used for new-client intake. There are no disclosed AI/ML capabilities, patents, or proprietary models; technology functions as an enablement layer rather than a differentiator.

Caliber generates revenue exclusively through fee-only advisory compensation, with no commissions or product-based payments, and its precise fee schedule (AUM-based, flat, or hybrid) is not publicly disclosed. The firm is led by Principal and Senior Wealth Manager Tom LeClaire, a CFP® professional with prior tenure at Charles Schwab & Company and ongoing Army Guard service, supported by an Operations Associate. The client base is acquired through consultative relationships, content marketing via a blog published 2020-2026, organic search, and direct website/phone contact. No funding rounds, acquisitions, or institutional investors are disclosed.

Caliber Wealth Advisory firmographics

Firmographics
Name
Caliber Wealth Advisory
Legal name
Caliber Wealth Advisory LLC
Website
https://caliberwealthadvisory.com
Company type
Private
Founded year
2017
Operating status
Operating
Headcount range
1–10 employees
Ownership category
akta.pro rank

Caliber Wealth Advisory industry classification

Industry
Product category
Wealth Management & Financial Planning
NAICS
Portfolio Management and Investment Advice (523940)
SIC
Investment Advice (6282)
akta.pro primary industry
Financial Planning–Led RIAs (FSAAACAB)
akta.pro secondary industries
Investment Management Advisory (RIA) (FSAEAAAB), Registered Investment Advisor (RIA) Wealth Management (FSAEABAA), Comprehensive/Full-Service RIAs & Independent Wealth Managers (FSAAACAA)

Keywords

  • Fee-only wealth management
  • Registered investment adviser
  • Comprehensive financial planning
  • Retirement income planning
  • Investment management services

Where Caliber Wealth Advisory is headquartered

Location

Headquarters

HQ city
Tampa
HQ country
United States
HQ region
North America

Offices1 record

Markets served

Caliber Wealth Advisory business model

Business model
GTM type
B2C
Offering type
Services
Cost components
Personnel, Technology or R&D, Operations, Marketing or Sales, Infrastructure

Revenue model

  1. Fee-Only Advisory Services: Caliber Wealth Advisory operates as a fee-only Registered Investment Adviser, meaning they do not receive commissions from product sales. They are compensated solely for providing objective, fiduciary investment advice aligned with clients' best interests. The specific fee structure (AUM-based, flat fee, or hourly) is not publicly disclosed on their website.

Go-to-market motion1 record

Distribution channels1 record

Marketing channels3 records

Caliber Wealth Advisory product offering

Product offering

Core offering

Caliber Wealth Advisory LLC is an independent, fee-only Registered Investment Adviser (RIA) that provides personalized wealth management for individuals and families. The firm delivers ongoing investment management, comprehensive financial planning, tax and succession planning, retirement income planning, and retirement plan services, charging fees based on assets under management rather than commissions.

Product overview

Caliber Wealth Advisory is a fee-only wealth management firm offering a unified service platform centered on fiduciary financial advice. The core offering combines comprehensive financial planning and strategic investment management, supplemented by specialized modules for tax planning, succession/estate planning, and retirement plan services. The firm emphasizes personalized, relationship-based advisory services rather than a product-driven approach, with all recommendations aligned to client interests under fiduciary standards.

Differentiator

Problem solved

Functional benefit

Products and services

  • Fee-Only Wealth Management Ongoing investment management and wealth advisory service delivered on a fee-only basis (no commissions) to individuals, families, and households across multiple U.S. states.
  • Comprehensive Financial Planning Holistic financial planning engagement for individuals and families that integrates goals-based planning with investment, tax, retirement income, and risk considerations.
  • Strategic Investment Management Portfolio construction and ongoing investment management built on disciplined asset allocation, security selection, and continuous monitoring for client portfolios.
  • Tax Planning Tax planning service coordinated with the firm's investment and financial planning work to improve after-tax outcomes for clients.
  • Succession Planning Succession and estate planning service that helps clients plan the transfer of wealth to heirs and beneficiaries in coordination with their broader financial plan.
  • Retirement Income Planning Planning service focused on building sustainable retirement income strategies, including withdrawals, Social Security coordination, and risk management in retirement.
  • Retirement Plan Services Service for small-business retirement plan sponsors that provides investment selection, quarterly participant statements, participant education, and ongoing plan design assistance.

Companies that use Caliber Wealth Advisory

Customer profile

Segments3 records

Ideal customer profiles2 records

Caliber Wealth Advisory technology and API

Technology

Technology focussed No

API detail

Has API
No
API docs
API detail

Core technology

AI maturity

App detail

Integration4 records

Caliber Wealth Advisory partnerships and signals

Strategic signal

Scale indicators1 record

Recent moves5 records

Expansion highlights5 records

Caliber Wealth Advisory competitors and assessment

Company assessment

Market position

Strengths5 records

Weaknesses4 records

Competitive moat4 records

Key risks5 records

Key highlights6 records

Customer concentration

Caliber Wealth Advisory social profiles

Digital presence

Caliber Wealth Advisory compliance and trust

Trust signal

Compliance5 records

Caliber Wealth Advisory financial estimates

Financial estimate

Revenue estimate

Valuation estimate

Caliber Wealth Advisory leadership team

Management profile

Number of profiles

Profiles2 records

Caliber Wealth Advisory funding detail

Funding detail

Funding overview

Funding rounds

Investors

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

Caliber Wealth Advisory M&A and investment

M&A and investment

M&A

Investments

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Frequently asked questions about Caliber Wealth Advisory

What does Caliber Wealth Advisory do?

Caliber Wealth Advisory LLC is an independent, fee-only Registered Investment Adviser (RIA) that provides personalized wealth management for individuals and families. The firm delivers ongoing investment management, comprehensive financial planning, tax and succession planning, retirement income planning, and retirement plan services, charging fees based on assets under management rather than commissions.

Is Caliber Wealth Advisory a public or private company?

Caliber Wealth Advisory is a private company. It is classified as founder individual operated bootstrapped and is currently operating.

When was Caliber Wealth Advisory founded?

Caliber Wealth Advisory was founded in 2017. It employs 1 to 10 people.

Where is Caliber Wealth Advisory based?

Caliber Wealth Advisory is headquartered in Tampa, United States, in the North America region.

How does Caliber Wealth Advisory make money?

One revenue line is on record: fee-Only Advisory Services.

Does Caliber Wealth Advisory have an API?

No public API is recorded for Caliber Wealth Advisory.

What industry is Caliber Wealth Advisory in?

Caliber Wealth Advisory's product category is Wealth Management & Financial Planning. Its primary akta.pro industry code is FSAAACAB, Financial Planning–Led RIAs, with a secondary code of FSAEAAAB, Investment Management Advisory (RIA). Its NAICS code is 523940 and its SIC code is 6282.

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