Bayview Financial Planning
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
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
Expertise
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.
Main office
Lutz FL
Advisors at this office
1
Most active in
Florida · Texas
Also doing business as
Bayview Financial Planning · Bayview Financial Planning, LLC
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is not active or affiliated with:
-
Insurance agent
They sell insurance products and may earn commissions on those sales.
-
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
-
Bank
They're affiliated with a bank that may offer its own financial products and services.
-
Trust company
They provide trust and estate administration services, typically for separate fees.
-
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
-
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
-
Lawyer
They provide legal services, typically billed separately.
-
Real estate agent
They facilitate real estate transactions and may earn commissions.
-
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
Quick links
Not sure where to start?
We'll help you think it through—whether you ultimately need an advisor or not. Warmer helps you compare advisors clearly, so you can choose with confidence.
For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Advisors are independent and may not have reviewed or updated this information. Please review an advisor’s Form ADV and do your own diligence before deciding whether to work with them.
Advisor matching and introductions are provided by FinanceHQ LLC (“FHQ”), a wholly-owned subsidiary of Warmer and an SEC-registered investment advisor. We receive compensation from certain participating advisors for introductions or referrals. This creates a conflict of interest because we have an incentive to recommend advisors who compensate us, including those who pay us more. You pay no fee to use our matching service, and advisor fees are not increased because of a referral or introduction. We do not review the ongoing performance of advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
By using our service, you agree to our Terms of Service and Advisory Agreement, and acknowledge our Privacy Policy. Please review FHQ’s ADV Part 2A and Form CRS. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. (“Warmer”)