Adviser Profile

As of Date 03/12/2026
Registration Florida, Approved, 02/14/2025
Other registrations (8)
Former registrations

BAY FINANCIAL PLANNING & TAX SERVICES, LLC

ADV Location ANNAPOLIS, MD, United States
Contact Info 410 xxxxxxx
Websites
AUM* 0
of that, discretionary
Number of Employees 6
of those in investment advisory functions 2
Private Fund GAV* 0
SMA’s No
Private Funds 0

Adviser Type

Client Types

Advisory Activities

- Financial planning services
- Pension consulting services
- Educational seminars/workshops

Compensation Arrangments

- Hourly charges
- Fixed fees (other than subscription fees)

Reported AUM

1 1 1 1
Discretionary
Non-discretionary

Private Funds

No private funds

Employees