Bayview Financial Planning
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Total assets under management
$3,153,867
Total clients
6
33% high-net worth
Total advisors
1
of 1 employees
Firm size
Independent
1 advisor
Average clients per advisor
6
Average account size
$525,645
About
BayView Financial Planning, LLC is a fee‑only registered investment adviser that provides comprehensive financial planning and discretionary portfolio management to individual clients, including high‑net‑worth individuals. The firm offers both ongoing planning engagements and project‑based planning and will coordinate with third‑party professionals (attorneys, accountants, insurance agents) when clients request referrals.
The firm implements portfolios using an asset‑allocation framework that can combine passive and active vehicles, and it draws on both fundamental and technical analysis when selecting stocks, bonds, mutual funds, and ETFs. Accounts are typically managed on a discretionary basis and the firm offers options for socially conscious investing while generally integrating investment management with ongoing financial planning.
Notably, the firm offers educational seminars and speaking engagements to organizations and the public (virtual or in‑person), an offering the brochure describes as strictly educational and that is uncommon among peers. Operating at a boutique scale with a small client roster, the firm also uses an institutional custody platform and participates in a third‑party model marketplace to subscribe client accounts to model portfolios.
Client services
Financial planning
Portfolio management
Selection of other advisers
Educational seminars or workshops
Fee options
Initial comprehensive financial plan fee ranges from $1,200 to $6,000; Project-Based Financial Planning fixed fees range from $1,500 to $12,000; Ongoing Financial Planning charged as a recurring fixed monthly fee ranging from $250 to $2,000.
Project-Based Financial Planning hourly rate is $375 with a 4-hour minimum.
Fee-only: Ongoing Financial Planning fixed fees range from $250 to $2,000 monthly; Investment Management fee is annual 0.5% of assets under management, paid monthly in arrears; Project-Based Financial Planning fixed fees range from $1,500 to $12,000 or hourly fee $375 with 4-hour minimum; Educational Seminars fees range from free to $12,000 per seminar.
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Main office location
Bayview Financial Planning
Lutz FL, United States
Number of offices
2
Forms ADV
Quick links
LinkedIn
Facebook
X
Instagram
YouTube
Website
(813) 395-9501
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