Bayshore Financial Solutions, LLC fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed February 23, 2026. Fees can change, so confirm with the firm before you hire them.

Hourly rate

$250/hr

“Refunds due to the client will be based upon the hours of work completed and calculated at a rate of $250 per hour.”

Flat or project fee

$1,200

“AND CONSULTING BFS charges fixed fee of $1,200 to complete a financial plan.”

Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)

How Bayshore Financial Solutions, LLC bills

Payment and refund terms, quoted from the fee section of the brochure.

• “Fees are billed monthly in arrears based on the amount of assets managed as of the close of business on the last business day of the previous month.”
• “For accounts opened or closed mid-billing period, fees will be prorated based on the days services are provided during the given period.”
• “The fees are charged monthly in arrears and are based on the average daily account balance for the period for the prior month.”

How Bayshore Financial Solutions, LLC’s fees compare

• Its hourly rate of $250 is below the Florida median of $288. 26% of the 372 other Florida planners that publish an hourly rate charge less.
• 3 of the 11 other planners in St. Petersburg that publish an hourly rate charge less.
• Its flat or project fee of $1,200 is below the Florida median of $4,900. 11% of the 320 other Florida planners that publish a flat or project fee charge less.
• 1 of the 9 other planners in St. Petersburg that publish a flat or project fee charge less.

About Bayshore Financial Solutions, LLC

• Solo practice: one person runs the firm, so you work directly with the planner.
• Registered as an adviser: 2020 (6 years).

Firm details from Form ADV

How the firm is paid

Fixed or flat fees, percentage of assets under management

Charges a % of assets

Yes

Highest asset based fee in brochure

2% a year

Clients

34

Employees

1

Works with

Individuals and high net worth individuals

Services reported to regulators

Financial planning, portfolio management for individuals and small businesses, and educational seminars and workshops

Assets managed

$10,378,432

Registered with

State securities regulators

Disciplinary disclosures

None reported

SEC CRD number

306105

Website

bayshorefinancialsolutions.com (opens in new tab)

Phone

(813) 569-9222

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• Cyndeo Wealth PartnersSt. Petersburg$350⁠-⁠$500/hr, $2,500⁠-⁠$25,000
• Elevate Financial Planning and Wealth ManagementSt. Petersburg$1,000⁠-⁠$10,000
• Gray Colt Financial Planning LLCSt. Petersburg$200/hr

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