Investment adviser · CRD 283715

CHESAPEAKE FINANCIAL PLANNING

Investment adviser filing (IA)

BAY FINANCIAL PLANNING & TAX SERVICES, LLC

ANNAPOLIS, MD, United States · Form ADV filed Mar 14, 2025

Employees
6
Reported in this filing
Advisory professionals
2
Investment advisory functions

Not available in this filing: Regulatory AUM, Client accounts.

Private funds & service providers

0 Private funds

The count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.

This filing answers No to private funds.

Services & filing details

Most recent filing: Mar 14, 2025. View historical filings

Reported services

Financial planning · Pension consulting · Educational seminars

Compensation

Hourly · Fixed

Principal office

71 OLD MILL BOTTOM ROAD NORTH, SUITE 201
ANNAPOLIS, MD, 21409, United States

CRD 283715

Filing source

Form ADV 1952690 · Mar 14, 2025 · Items 1 & 5

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.