Howard Bayliss
Core Financial Planning · Bloomfield Hills, Michigan
Howard Bayliss is a fee-only financial advisor at Core Financial Planning in Bloomfield Hills, Michigan. Howard charges a one-time planning fee and an ongoing planning fee (ongoing planning from $2,900 a year and one-time plans from $500).
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Facts
| Firm | Core Financial Planning |
|---|---|
| Based in | Bloomfield Hills, Michigan |
| Fee model | One-time planning fee · Ongoing planning fee |
| Fees (firm's website) | Ongoing planning from $2,900 a year · One-time plans from $500 |
| SEC registration | Investment adviser representative in MI · CRD 5638123 |
| Exams passed | Series 65 (2010) |
| Firm size | 1 employee |
| Disclosures | None reported |
| Website | www.corefp.com |
How Howard's firm compares
- Ongoing planning starts at $2,900 a year, in line with the Michigan median of $3,000 for fee-only firms that publish prices.
- A one-time plan starts at $500, below the Michigan median of $975 for fee-only firms that publish prices.
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Questions about Howard
Is Howard Bayliss a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Howard holds no broker registration, and Core Financial Planning reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Howard charge for financial advice?
Howard charges a one-time planning fee and an ongoing planning fee.
How much does Howard charge?
According to Core Financial Planning's website, checked October 30, 2026: ongoing planning from $2,900 a year; one-time plans from $500.
Where is Howard Bayliss based?
Howard Bayliss is based in Bloomfield Hills, Michigan.
Is Howard Bayliss registered with the SEC?
Yes. Howard Bayliss is registered as an investment adviser representative in MI (CRD 5638123), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How do I contact Howard Bayliss?
Through Howard's website, www.corefp.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- SEC adviser records : the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- Core Financial Planning website : specialties, clients served, and fees, checked October 30, 2026
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
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