WealthKeel LLC

Financial ServicesFlorida, United States2-10 Employees

WealthKeel LLC operates in the financial services sector, offering financial planning and investment management services focused on attending physicians and their families. Based in Tampa, Florida, the firm serves clients navigating the financial challenges associated with demanding medical careers, including high income, partnership decisions, college planning, and taxes. Its approach aims to keep finances simple, organized, and adaptable to support clients’ personal and professional priorities.

The firm charges transparent, non-commission fees, using flat-fee and capped-fee pricing without assets-under-management fees. Advisory services and financial planning are provided through Vicus Capital, Inc., a federally registered investment advisor. WealthKeel operates as a small, specialized practice within the financial services industry, emphasizing tax planning alongside investment management for physicians.

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