BayView Financial Planning

BayView Financial Planning at a glance

• One of 570 fee-only firms based in Florida in the Wellspent graph.
• 1 advisor is listed here, who holds the CFP.
• Its Form ADV reports 1 employee and 6 individual clients, 2 of them high net worth.
• Its average account is about $197,000 (assets it manages divided by its 16 accounts).
• Its website says it's taking new clients.

Fee-only advisors in Florida · What fee-only advisors charge in Florida

Facts

BayView Financial Planning fees

BayView Financial Planning doesn't publish its prices on its website, or we couldn't confirm them word for word. Its website says it charges by: flat fee. Ask for its Form ADV Part 2A, which must describe its fees.

For comparison, fee-only firms that publish prices charge a median of $4,500 a year for ongoing planning, $2,000 for a one-time plan, $300 an hour, or 1% of assets. See the fee report.

What its SEC filing says

Advisors at this firm (1)

• Stacy Miller

  CeFT · CFP · MBA

Other fee-only firms in Tampa

• Brightwater Advisory
• Caliber Wealth Advisory
• Cassedy Financial Group
• Cirrus Capital Management
• Clearwell Group
• CPA Synced Financial
• DJP Wealth Management
• Dtcarson Asset Management

Fee-only advisors in Florida