BAYVIEW FINANCIAL PLANNING

BAYVIEW FINANCIAL PLANNING is an SEC-registered investment adviser (CRD 329073). Regulatory assets under management: $3.2M.

Registration

• CRD: 329073
• Type: Registered investment adviser
• Phone: (813) 395-9501
• Latest filing: 2026-01-02
• Regulatory AUM: $3.2M
• Discretionary AUM: $3.2M
• Clients: 1
• Accounts: 16

Business model

Compensation: % of AUM, Hourly, Fixed.

Clients served: Individuals, High net worth, Charities.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 329073 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search