Clear Financial Advice
: Copyright 2010 : Bayhill Advisors Inc. : Privacy Policy : Terms of Use : About Us :
: Copyright 2010 : Bayhill Advisors Inc. : Privacy Policy : Terms of Use : About Us :
About Us
Bayhill Advisors, Inc. is a provider of a wide range of financial services to small and medium size
businesses, counties, cities, special districts, school districts, non-profits and individuals. Range of
our services is briefly described on this site. We design and service programs to help our clients
reach financial independence while reducing their costs of doing business.
Our mission is to provide our clients with knowledgeable and creative professional financial advice.
As a State of California registered investment advisory firm, we provide investment advice and
financial planning. We believe that financial planning should be made available to everyone who is
in need of it at an affordable cost. That's why our plans are as simple or as complex as you require.
Bayhill Advisors provides full-service or planning as needed (modular, one-issue planning) on a
fixed-fee or hourly-fee basis. We follow the financial planning process promulgated by the Certified
Financial Planner Board of Standards. You can learn more by visiting www.cfp.net.
Principals of Bayhill Advisors have been helping individuals and businesses reach their financial
goals since 1987. Services we offer are flexible and designed to fit your needs and your budget.
TD Ameritrade Institutional Services is our primary custodian firm. As one of the world's largest
institutional financial firms, TD Ameritrade holds over 3 million client accounts around the Globe.
The securities held in your account at TD Ameritrade are fully protected. The first $500,000 of
coverage is provided by the Securities Investor Protection Corporation (SIPC), of which up to
$100,000 covers cash. The remaining coverage is provided by The Asset Guarantee Insurance
Company.
Please click to read our company brochure (ADV Part 2).
Clear Financial Advice
: Copyright 2011 : Bayhill Advisors Inc. : Privacy Policy : Terms of Use : About Us :