Sam Blade – Financial Advisor
Sam Blade
Sam Blade, Financial Advisor and founder of Blade Financial, built this practice on a foundation of independent research, transparent fee structures, and a genuine passion for helping people solve complex problems. As a fiduciary Registered Investment Adviser (RIA), he provides clear portfolio management, strategic asset allocation, and flat-fee advisory services. By eliminating corporate sales agendas and third-party commissions, his boutique Tampa practice removes the conflicts that shape most advice.
Fiduciary Commitment
Blade Financial operates as a fiduciary and is committed to acting in the best interest of clients at all times. Services are provided on a fee-only basis, with no commissions or product incentives.
Who We Serve
Blade Financial works with individuals and small businesses seeking:
- Professional portfolio management
- Objective investment research
- Strategic guidance without product commissions
We are best suited for clients who value structure, transparency, and long-term decision-making.
How We Work
We begin by understanding each client’s goals, time horizon, and risk profile. From there, we provide investment guidance through financial planning, portfolio management, or hourly advisory engagements, depending on client needs.
Clients retain clarity and control, with services structured to fit both ongoing and one-time advisory relationships.
Our Philosophy
Markets reward discipline over emotion.
We believe successful investing requires a clear process, defined objectives, and thoughtful risk management.
Rather than chasing trends or short-term noise, Blade Financial emphasizes:
- Research-based investment decisions
- Portfolio strategies aligned to individual goals and risk tolerance
- Transparency, accountability, and fiduciary responsibility
Every recommendation has a reason behind it.
Every fee Blade Financial charges is published in advance, including the hourly rate and every flat-fee engagement. You can review the complete fee schedule here, and verify the firm’s registration at adviserinfo.sec.gov under CRD #332078