# Stacy Miller

> Stacy Miller is a fee-only financial advisor at BayView Financial Planning in Tampa, Florida, who holds the CeFT, CFP and MBA credentials. Stacy charges a flat fee or retainer and focuses on flat-fee planning.

Page: https://find.wellspent.co/advisors/stacy-miller/
Built from public directory listings; last checked April 21, 2026.

## Facts

- **Firm:** BayView Financial Planning
- **Based in:** Tampa, Florida
- **Fee model:** Flat fee or retainer
- **Accepting new clients:** Yes (firm's website)
- **Assets under management (firm):** $3.2M across 16 accounts
- **Credentials:** CeFT, CFP, MBA
- **Specialties:** Flat-fee planning
- **CRD:** 6741242 (https://adviserinfo.sec.gov/individual/summary/6741242)
- **SEC registration:** Investment adviser representative in FL, TX
- **Exams passed:** Series 65 (2017)
- **Firm size:** 1 employee
- **Disclosures:** None reported
- **Website:** https://bayviewfp.com

## Frequently asked questions

### Is Stacy Miller a fee-only financial advisor?

Yes. Stacy Miller is listed in the NAPFA directory (NAPFA admits only fee-only advisors) and the XY Planning Network directory (XYPN members are fee-only). SEC records as of October 27, 2026 show no broker registration and no commission compensation reported by Stacy's firm.

### How does Stacy charge for financial advice?

Stacy charges a flat fee or retainer.

### Where is Stacy Miller based?

Stacy Miller is based in Tampa, Florida.

### What does Stacy specialize in?

Stacy's specialties include flat-fee planning.

### What credentials does Stacy Miller hold?

Stacy Miller holds the CeFT, CFP and MBA credentials.

### Is Stacy Miller registered with the SEC?

Yes. Stacy Miller is registered as an investment adviser representative in FL and TX (CRD 6741242), per SEC Investment Adviser Public Disclosure data as of October 27, 2026.

### How much does BayView Financial Planning manage?

BayView Financial Planning reports $3.2M across 16 accounts in assets under management.

### How do I contact Stacy Miller?

Through Stacy's website, bayviewfp.com.

## Sources

- NAPFA directory listing (https://www.napfa.org/find-an-advisor/firm/50450): NAPFA admits only fee-only advisors
- XY Planning Network directory listing: XYPN members are fee-only
- SEC Investment Adviser Public Disclosure and Form ADV: registration, exams, and firm facts, data as of October 27, 2026
- The firm's website (https://bayviewfp.com/): specialties, clients served, and fees, checked October 28, 2026

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Source: Wellspent, the public graph of fee-only advisors (https://find.wellspent.co). No paid placement.