Curtis Bailey is a CFA, CFP-designated registered investment advisor at Quiet Wealth Management, based in Cincinnati, OH, with 18 years of industry experience. Curtis operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Investment Management, and 2 more. Their firm serves 28 clients with $40M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Quiet Wealth Management does not charge a separate fee for investment management. It is included as part of the Serving Wealth program, which costs $7,800 per year.
Contact
Curtis Bailey
Location
Cincinnati, OH
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Curtis is an investment adviser representative at Quiet Wealth Management LLC since March 2021, providing investment advice and financial planning. This activity takes nearly full-time hours.
Employment History
Current Registrations
Quiet Wealth Management
Previous Registrations
Origin Financial
UBS Financial Services INC.
UBS Financial Services INC.Broker
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
State Registrations1 state
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.
Exams