# Bayview Financial Planning

> Bayview Financial Planning is a state-registered investment advisory firm in Tampa, FL, registered since 2024, reporting under $25 million in regulatory assets under management in its Form ADV filing dated January 2, 2026.

- CRD: 329073
- Filed as: BAYVIEW FINANCIAL PLANNING
- Legal name: Bayview Financial Planning, LLC
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Tampa, FL
- Filing period: October 2026
- Form ADV filing dated: January 2, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/329073
- AdvisorCensus page: https://advisorcensus.com/firm/bayview-financial-planning-tampa-fl-329073

## Quick answers

**How is Bayview Financial Planning compensated?**
On its Form ADV (Item 5.E, October 2026), Bayview Financial Planning reports these compensation arrangements: a percentage of assets under its management; hourly charges; fixed fees (other than subscription fees). The amounts are in Item 5 of its Form ADV Part 2A brochure.

**Where is Bayview Financial Planning located?**
Bayview Financial Planning's principal office is in Tampa, FL, according to its Form ADV.

**Is Bayview Financial Planning registered with the SEC or a state?**
Bayview Financial Planning is a state-registered investment advisory firm, registered since 2024. Status as filed: APPROVED. CRD 329073.

**How much does Bayview Financial Planning manage?**
Bayview Financial Planning reports $3,153,867 in regulatory assets under management in its Form ADV filing dated January 2, 2026 (100% discretionary).

**What types of clients does Bayview Financial Planning serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (4); high net worth individuals (2).

**Does Bayview Financial Planning report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's public record on IAPD: https://adviserinfo.sec.gov/firm/summary/329073

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)

### Regulatory assets under management (Item 5.F)
- Total: $3,153,867
- Discretionary: $3,153,867
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 4 | $1,104,779 |
| High net worth individuals | 2 | $2,049,088 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops

### Firm details
- Registered since: 2024 (2 years)
- Employees: 1 total, 1 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: FL
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- bayviewfp.com
- Facebook @bayviewfp
- Instagram @bayviewfp
- LinkedIn @bayviewfp
- LinkedIn @stacymillercfp
- X @stacymillercfp
- YouTube @BayViewFP

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Bayview Financial Planning (CRD 329073): Form ADV filing data as of October 2026.