AdvisorCensus / Financial advisors / Maryland / Baltimore / Chesapeake Financial Planning
Chesapeake Financial Planning
Filed as CHESAPEAKE FINANCIAL PLANNING · Legal name Bay Financial Planning & Tax Services, LLC
Chesapeake Financial Planning is a state-registered investment advisory firm in Annapolis, MD, registered since 2024, with no regulatory assets under management reported in its Form ADV filing dated March 12, 2026.
Quick answers
From the filingHow is Chesapeake Financial Planning compensated?
On its Form ADV (Item 5.E, October 2026), Chesapeake Financial Planning reports these compensation arrangements: hourly charges; fixed fees (other than subscription fees).
Where is Chesapeake Financial Planning located?
Chesapeake Financial Planning's principal office is in Annapolis, MD, according to its Form ADV.
Is Chesapeake Financial Planning registered with the SEC or a state?
Chesapeake Financial Planning is a state-registered investment advisory firm, registered since 2024. Status as filed: APPROVED. CRD 283715.
How have Chesapeake Financial Planning's assets and staff changed since 2021?
In the Form ADV data for Chesapeake Financial Planning: Regulatory assets under management: $130,978,591 in the October 2021 data and $153,713,413 in the October 2023 data, up 17%. Total employees: 6 in October 2021 and 6 in October 2026. Assets under management move with markets as well as with clients coming and going.
Does Chesapeake 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/283715
From the Form ADV filing
Every figure below is as the firm filed it with regulators, as of October 2026.
How the firm is compensated
Item 5.E- Hourly charges
- Fixed fees (other than subscription fees)
Item 5.E lists how the firm is compensated for its advice; Items 5.B, 6.A, and 7.A show whether its people or related companies can also earn commissions. Percentage of assets, fixed, hourly, subscription, and performance-based fees come from clients (a performance-based fee depends on investment results); commissions come with a sale or a trade, often from the company behind the product. How fees, commissions, and other arrangements differ
Regulatory assets under management
Item 5.FNot reported.
A measure of scale, not skill or returns. Discretionary means the firm decides trades; non-discretionary means clients approve each one. What assets under management means
Who the firm serves
Item 5.DA firm with no individual clients is an institutional manager even if it manages billions; the mix tells you whom the practice is built around.
Advisory services
Item 5.G- Financial planning services
- Pension consulting services
- Educational seminars/workshops
Registration and firm details
Items 1, 2, 5- Legal name
- Bay Financial Planning & Tax Services, LLC
- Also doing business as
- INTEGRITY WEALTH PLANNING, INTERCOASTAL WEALTH PLANNING, LLC, LASTING LEGACY WEALTH MANAGEMENT
- Registration
- State-registered investment adviser. Status as filed: APPROVED.
- Registered since
- 2024 (2 years)
- Employees
- Total: 6. Performing investment advisory functions: 2.
- Wrap fee program participation
- No.
- States registered or notice-filed
-
2 states or jurisdictions
State-registered investment advisers are examined by their state securities regulator. SEC, state, and exempt registration
Disclosures
Item 11None Reports no disclosure items on Form ADV Item 11. View on IAPD.
Item 11 asks about criminal, regulatory, and civil events involving the firm and its advisory personnel. The detail of each yes answer is on the IAPD record. Reading a firm's disclosures
Assets and staff over time
Items 5.A, 5.F| Data period | Assets under management | Employees | Filing dated |
|---|---|---|---|
| October 2026 | Not reported | 6 | March 12, 2026 |
| October 2024 | Not reported | 6 | September 3, 2024 |
| October 2023 | $153,713,413 | 6 | September 7, 2023 |
| October 2022 | $170,660,597 | 6 | March 3, 2022 |
| October 2021 | $130,978,591 | 6 | March 24, 2021 |
Regulatory assets under management: $130,978,591 in the October 2021 data and $153,713,413 in the October 2023 data, up 17%.
Total employees: 6 in October 2021 and 6 in October 2026.
As filed in each year's data for the same month. Assets under management move with markets as well as with clients coming and going; they measure scale, not skill or returns. Most firms update these figures once a year.
Changes in the filing
Last 12 monthsNo changes to these filed facts in the last 12 months of filing data.
Compared month to month from the SEC's monthly adviser data and the state compilation feed. Owners and control persons are summarized, never named.
Websites listed on Form ADV
Item 1.ISource: Form ADV, as of October 2026. Values appear as filed; a value the firm did not report is shown as "Not reported."
Cite this page
AdvisorCensus. Chesapeake Financial Planning (CRD 283715): Form ADV filing data as of October 2026. https://advisorcensus.com/firm/chesapeake-financial-planning-annapolis-md-283715