Stacy Miller
BayView Financial Planning · Tampa, Florida
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.
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Specialties
Facts
| Firm | BayView Financial Planning |
|---|---|
| Based in | Tampa, Florida |
| Fee model | Flat fee or retainer |
| Accepting new clients | Yes |
| Assets under management | $3.2M across 16 accounts |
| Credentials | CeFT · CFP · MBA |
| SEC registration | Investment adviser representative in FL, TX · CRD 6741242 |
| Exams passed | Series 65 (2017) |
| Firm size | 1 employee |
| Disclosures | None reported |
| Website | bayviewfp.com |
| Profile |
How Stacy's firm compares
- BayView Financial Planning's average account is about $197,000, from its Form ADV (assets managed divided by 16 accounts).
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Questions about Stacy
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.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- NAPFA directory listing : NAPFA admits only fee-only advisors
- XY Planning Network directory listing : XYPN members are fee-only
- BayView Financial Planning website : specialties, clients served, and fees, checked October 28, 2026
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 27, 2026
- Directory listing last checked April 21, 2026.
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