← Back to searchVisit website
CHESAPEAKE FINANCIAL PLANNING
BAY FINANCIAL PLANNING & TAX SERVICES, LLC
CRD 283715 · SEC 801-117791
71 OLD MILL BOTTOM ROAD NORTH, SUITE 201, ANNAPOLIS, MD, 21409, United States
Phone
410-974-0410
Fax
410-974-0614
Registration
— (—)
Source
State registered
Total AUM
—
Discretionary AUM
—
Team
6 total employees; 2 advisory reps; 139 broker-dealer reps
Clients
101-250
Fees
Hourly charges; Fixed fees
Org form
Limited Liability Company
Filing date
2026-03-12
Disciplinary history
No
Services
Financial planningPension consultingEducational seminars
All web addresses on file
Official SEC filing: View on IAPD