Bayview Financial Planning fees and pricing

Published fees

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

Hourly rate

$375/hr

“Our hourly rate is $375, with a 4-hour minimum.”

Flat or project fee

$1,500

“Fixed fee rates range between $1,500 to 12,000.”

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

How Bayview Financial Planning bills

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

• “Fees are paid monthly in arrears, ranging from $250 to $2,000.”
• “Fees are negotiable and the final agreed upon fee will be outlined in your Advisory Contract.”
• “The fee is based on a percentage of the assets under management and is negotiable.”

How Bayview Financial Planning’s fees compare

• Its hourly rate of $375 is above the Florida median of $288. 74% of the 372 other Florida planners that publish an hourly rate charge less.
• 2 of the 2 other planners in Lutz that publish an hourly rate charge less.
• Its flat or project fee of $1,500 is below the Florida median of $4,900. 14% of the 320 other Florida planners that publish a flat or project fee charge less.
• None of the 2 other planners in Lutz that publish a flat or project fee charge less.

About Bayview Financial Planning

• Principal: Stacy Miller
• Solo practice: one person runs the firm, so you work directly with the planner.
• Meets clients remotely: the brochure mentions virtual or online meetings.
• Registered as an adviser: 2024 (2 years).

Planning areas mentioned in the brochure

• Retirement planning
• Estate planning
• Business owners

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

0.5% a year

Clients

6

Employees

1

Works with

Individuals and high net worth individuals

Services reported to regulators

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

Assets managed

$3,153,867

Registered with

State securities regulators

Disciplinary disclosures

None reported

SEC CRD number

329073

Website

bayviewfp.com (opens in new tab)

Phone

(813) 395-9501

Other planners in Lutz that publish fees

• Dipaolo Financial Group, Inc.Lutz$1,200⁠-⁠$5,000
• PFG Private Wealth Management, LLCLutz$150⁠-⁠$500/hr, $150⁠-⁠$15,000
• Taylor & Williams, Inc.Lutz$100/hr
• 22 Seven Wealth Management IncPanama City$150/hr, $500⁠-⁠$2,500
• 365Sundays Wealth LLCLake Mary$5,000⁠-⁠$15,500, $5,000/yr
• 4 VerticalRiverview$250/hr

Compare all 5 planners in Lutz