Bay Capital Advisors, LLC fees and pricing
Financial planner in Virginia Beach, Virginia. Registered with the SEC.
According to its Form ADV Part 2A brochure dated March 6, 2026, Bay Capital Advisors, LLC charges $500 an hour and a flat or project fee of $3,500-$10,000 for financial planning.
Published fees
Quoted from the firm's Form ADV Part 2A brochure, filed March 6, 2026. Fees can change, so confirm with the firm before you hire them.
- Hourly rate
- $500/hr
“As policy of Bay Capital, the fee will not exceed $500 per hour.”
- Flat or project fee
- $3,500-$10,000
“The fixed fee can range between $3,500 and $10,000 and is typically based on a $350 per hour rate.”
Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)
How Bay Capital Advisors, LLC bills
Payment and refund terms, quoted from the fee section of the brochure.
- “The annual fee is divided and billed monthly in advance and is based on the market value of the assets under management on the last business day of the previous month.”
- “The annual fee is negotiable based on the client’s amount of assets, financial complexity, and overall services needed.”
- “Bay Capital will send the client an invoice itemizing the fee.”
How Bay Capital Advisors, LLC’s fees compare
- Its hourly rate of $500 is above the Virginia median of $260. 92% of the 203 other Virginia planners that publish an hourly rate charge less.
- 6 of the 6 other planners in Virginia Beach that publish an hourly rate charge less.
- Its flat or project fee of $3,500-$10,000 spans the Virginia median of $4,250. 73% of the 168 other Virginia planners that publish a flat or project fee charge less.
- 4 of the 9 other planners in Virginia Beach that publish a flat or project fee charge less.
About Bay Capital Advisors, LLC
- Firm size: 5 employees.
- Registered as an adviser: 2021 (5 years).
Firm details from Form ADV
- How the firm is paid
- Hourly fees, fixed or flat fees, percentage of assets under management
- Charges a % of assets
- Yes
- Highest asset based fee in brochure
- 1% a year
- Clients
- 194
- Employees
- 5
- Works with
- Individuals, high net worth individuals, and charities
- Services reported to regulators
- Financial planning, portfolio management for individuals and small businesses, portfolio management for businesses and institutions, educational seminars and workshops, and other services
- Assets managed
- $228,283,850
- Registered with
- U.S. Securities and Exchange Commission
- Disciplinary disclosures
- None reported
- SEC CRD number
- 140796
- Phone
- (757) 816-0967
Can advise clients in 5 states: Florida, North Carolina, New Hampshire, Texas, Virginia
Other planners in Virginia Beach that publish fees
- Altura Wealth AdvisorsVirginia Beach$4,000-$25,000, $350-$2,500/mo
- Beacon Harbor Wealth AdvisorsVirginia Beach$300/hr, $1,000-$50,000
- Bellars Harris Wealth ManagementVirginia Beach$5,000-$25,000
- Compton Wealth Advisory Group, LLCVirginia Beach$150-$450/hr
- Cook Financial Designs, Inc.Virginia Beach$4,000-$40,000/yr
- Gratus Wealth Advisors LLCVirginia BeachUp to $500/hr, $50,000
Is something on this page wrong or out of date? Email corrections@plannerfees.com and PlannerFees will check it against the firm's latest filing.