Stacy Miller is a CFP-designated registered investment advisor at Bayview Financial Planning, based in Lutz, FL, with 8 years of industry experience. Stacy operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Charitable Giving, Education Planning, Estate Planning, and 6 more. Their firm serves 6 clients with $3.2M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 0.50% |
Generally, clients engaging in Investment Management Services must also engage in Ongoing Financial Planning. An exception could be made in special circumstances. This fee is in addition to the recurring fixed fee for Ongoing Financial Planning. This fee excludes any cash management accounts that are managed by BFP.
Fee Estimator
Contact
Stacy Miller
Location
Lutz, FL
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Employment History
Current Registrations
Bayview Financial Planning
Previous Registrations
Lyons View Capital, LLC
Bright Investments, LLC
State Registrations2 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.
Exams
Additional Information
Stacy Miller, CFP® is the Founder and CEO of BayView Financial Planning and a military spouse to a retired U.S. Army officer. It is due to her own financial insecurities after years of unemployment and underemployment as a military spouse that she decided to learn everything she could about personal finance and investing. Stacy specializes in guiding and empowering women, widows, and military-connected families to invest in their own future financial security through the tides of life. She lives, works, volunteers, and paddleboards in Tampa Bay, though she serves clients nationwide.