Key Takeaways
- • One Day In July, an SEC-registered investment advisory firm, has opened a new office at 165 5th Avenue NE in downtown St. Petersburg, Florida, marking its first Florida presence.
- • The office will serve the broader Tampa Bay region with a fee-only fiduciary model covering individuals, families, small businesses, and institutions.
- • The firm builds portfolios primarily from low-cost, tax-efficient index funds and says it does not sell commission-based products.
- • Services span IRAs, 401(k) rollovers, personal brokerage accounts, pensions, inheritances, and institutional endowments, according to the firm's press release.
Summary
One Day In July has officially opened a downtown St. Petersburg, Florida office at 165 5th Avenue NE, according to a PRWeb press release distributed via PRNewswire. The opening extends the investment management firm's footprint into Florida and is intended to support personalized, local wealth management and retirement planning across the Tampa Bay region. The firm describes itself as focused on fiduciary advice, low fees, and long-term results.
The firm's advisors operate on a fee-only basis across every account and client, and the company states they are legally and ethically bound to act in clients' best interests. According to the release, advisors do not sell commission-based products and never accept compensation for selecting particular funds. Portfolios are constructed primarily with low-cost, tax-efficient index funds, with an emphasis on fee transparency and simplicity.
The St. Petersburg team is described as having deep connections to the Tampa Bay community, and each client is assigned a dedicated financial advisor. The company says on-site staff will allow clients to meet in person to discuss financial goals. Services cover IRAs, 401(k) rollovers, personal brokerage accounts, pensions, inheritances, and institutional endowments.
The release does not disclose assets under management, staffing numbers, or office size. Free initial consultations are available by calling (727) 309-5616 or visiting onedayinjuly.com. The firm notes that its registration as an SEC-registered investment advisor does not imply a certain level of skill or training, and that the content is for educational purposes only.
The firm's advisors operate on a fee-only basis across every account and client, and the company states they are legally and ethically bound to act in clients' best interests. According to the release, advisors do not sell commission-based products and never accept compensation for selecting particular funds. Portfolios are constructed primarily with low-cost, tax-efficient index funds, with an emphasis on fee transparency and simplicity.
The St. Petersburg team is described as having deep connections to the Tampa Bay community, and each client is assigned a dedicated financial advisor. The company says on-site staff will allow clients to meet in person to discuss financial goals. Services cover IRAs, 401(k) rollovers, personal brokerage accounts, pensions, inheritances, and institutional endowments.
The release does not disclose assets under management, staffing numbers, or office size. Free initial consultations are available by calling (727) 309-5616 or visiting onedayinjuly.com. The firm notes that its registration as an SEC-registered investment advisor does not imply a certain level of skill or training, and that the content is for educational purposes only.
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