BB
CFP
BB
CFP

Bradley Bayless

7 Years of Experience
Valdosta, GA

Bradley Bayless is a CFP-designated registered investment advisor at Bush Wealth Management, based in Valdosta, GA, with 7 years of industry experience. Bradley operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Estate Planning, Financial Planning & Coaching, High Net Worth, and 4 more. Their firm serves 496 clients with $260M in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
6 advisors
Number of Clients
496 clients
Average Client Portfolio
$521K average
Assets Under Management
$258.4M

Fee Structure

Minimum Investment:$250K
Planning is included in investment management
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any2.00%

Annual investment advisory fee varies from negotiable up to 2.00% based on asset size, scope of services, and complexity. Fees are generally billed monthly in arrears based on the average daily balance.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location

2918 N. Oak St., Ste. B, Valdosta, GA, 31602

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Employment History
Current Registrations
Bush Wealth Management
June 2024 - Present · 2 yrs 4 mos
Previous Registrations
Horace Mann Investors, INC.Broker
July 2019 - June 2024 · 4 yrs 11 mos
State Registrations1 state
GA
Advisor

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
No exam information available for this advisor.
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