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- Custodian
- Altruist · Truist Bank
- Clients
- Retail
- Platforms
- Harbor focusSignal +more
- Established Date
- 03-07-2024
- Office Locations
- 1
Office Locations
About Bayview Financial Planning
BayView Financial Planning is a fee-only, flat-fee firm providing financial planning and optional investment management, with a focus on women, widows, and military/veteran families. The firm is military spouse owned, led by a CFP®/MQFP® advisor, and uses ETF-based managed accounts (custodied via Altruist). BayView is active in the media, with features in outlets such as NerdWallet and CNBC.
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Owner & Executives
Stacy Jo Miller
Certified Financial Planner, Chief Compliance Officer, Chief Executive Officer, FOUNDER
- CRD
- #6741242
- Ownership
- 75% or more
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| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $3,153,867 | -- |
| Non-Discretionary | $0 | -- |
| Total | $3,153,867 | -- |
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Separately Managed Accounts
Total SMA Asset: $3,153,867
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $1,794,553,733 | 23.7% |
| Cash | $4,702,185,097 | 62.1% |
| Public Funds | $1,075,217,848 | 14.2% |
| Total | $7,571,956,678 | 100.0% |