4 Vertical
24yrs
Top 20% by experience in Riverview
4 Vertical
Location not listed. Legal name: CP Financial Advisory, LLC
About the firm
A registered investment advisory firm. It manages about $2.87 million. Services include financial planning, investment management for individuals and small businesses, retirement plan consulting.
How they work
How they’re paid ?A percentage of the assets they manage; Hourly fees; Flat or fixed fees
Typical client size ?Not stated
Assets under management ?$2.87 million
Individual clientsNot stated
Median years of experience24
FoundedNot stated
Services
Financial planningInvestment management for individuals and small businessesRetirement plan consulting
Advisors at 4 Vertical
1Advisors
24Median years of experience
1States with offices
–Offices
Also known as
Turning Point Financial Advisory · CRU Financial, LLC · CRU Financial · CP Financial Advisory, LLC · CP Financial Advisory
About 4 Vertical
How do I contact 4 Vertical?
Call the main office at (813) 493-8520. The main office is at , .
How is 4 Vertical paid?
The firm reports being paid by a percentage of the assets they manage, hourly fees, flat or fixed fees. Ask for your total yearly cost in dollars.
What services does 4 Vertical offer?
Financial planning, Investment management for individuals and small businesses, Retirement plan consulting.
How many advisors work at 4 Vertical?
We list 1 advisor currently registered with the firm.
Official record as of October 3, 2026.
This profile is for information only and is not financial advice or a recommendation.