BAYSHORE WEALTH ADVISORS
SEC RegisteredMapping Your Financial Future
About the firm
Bayshore Wealth Advisors is a Registered Investment Advisor offering comprehensive financial planning and fee-only investment portfolio management services for individuals, families, businesses, trusts, and retirement plans. The firm works closely with clients to design, implement, and meticulously manage prudent, evidence-based investment portfolios customized around each financial plan.
Firm Focus
Client segments reported on the firm's SEC Form ADV — applies to all advisors at the firm.
Areas of expertise
Services
Comprehensive financial planning, fee-only investment portfolio management, tax and estate planning, and on-course adjustments to support clients' evolving needs and goals
Who they serve
Individuals, families, businesses, trusts, and retirement plans
| Client segment | Clients | Assets managed |
|---|---|---|
| Individuals (Non-HNW) | 31 | $11M |
| High Net Worth Individuals | 94 | $697M |
| Charitable Organizations | 1 | $296k |
0 total clients reported on Form ADV.
Leadership
Office locations
Advisors at this firm
3 advisors in the directory
Regulatory & compliance
| Asset tier | Annual rate |
|---|---|
| On the first $1,000,000 | 1.00% |
| On the next $1,000,000 | 0.90% |
| On the next $1,000,000 | 0.80% |
| On the next $1,000,000 | 0.70% |
| On the next $1,000,000 | 0.60% |
| On all amounts thereafter | 0.50% |
Data as of March 11, 2026 · Source: SEC IAPD & FINRA BrokerCheck
Contact Information
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This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. BAYSHORE WEALTH ADVISORS has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on the SEC or FINRA websites before making any decision.