# Chesapeake Financial Planning

> 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.

- CRD: 283715
- Filed as: CHESAPEAKE FINANCIAL PLANNING
- 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)
- Location: Annapolis, MD
- Filing period: October 2026
- Form ADV filing dated: March 12, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/283715
- AdvisorCensus page: https://advisorcensus.com/firm/chesapeake-financial-planning-annapolis-md-283715

## Quick answers

**How 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

### Compensation (Item 5.E)
- Hourly charges
- Fixed fees (other than subscription fees)

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 0 | Not reported |
| High net worth individuals | 0 | Not reported |
| Banking or thrift institutions | 0 | Not reported |
| Investment companies | 0 | Not reported |
| Business development companies | 0 | Not reported |
| Pooled investment vehicles (other than investment companies and business development companies) | 0 | Not reported |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | 0 | Not reported |
| Charitable organizations | 0 | Not reported |
| State or municipal government entities (including government pension plans) | 0 | Not reported |
| Other investment advisers | 0 | Not reported |
| Insurance companies | 0 | Not reported |
| Sovereign wealth funds and foreign official institutions | 0 | Not reported |
| Corporations or other businesses not listed above | 0 | Not reported |
| Other | 0 | Not reported |

### Advisory services (Item 5.G)
- Financial planning services
- Pension consulting services
- Educational seminars/workshops

### Firm details
- Registered since: 2024 (2 years)
- Employees: 6 total, 2 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: FL, MD
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- chesapeake-financial.com
- intercoastalwealthplanning.com
- Facebook @CHESAPEAKEFINANCIALPLANNING

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2021 | $130,978,591 | 6 | March 24, 2021 |
| October 2022 | $170,660,597 | 6 | March 3, 2022 |
| October 2023 | $153,713,413 | 6 | September 7, 2023 |
| October 2024 | Not reported | 6 | September 3, 2024 |
| October 2026 | Not reported | 6 | March 12, 2026 |

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.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Chesapeake Financial Planning (CRD 283715): Form ADV filing data as of October 2026.