Patricia Bush is a CFP-designated registered investment advisor at Aaa Advisory LLC, based in Walkersville, MD, with 6 years of industry experience. Patricia operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Financial Planning & Coaching, Insurance Planning, Retirement Planning, and 1 more. Their firm serves 12 clients.
Compensation
Firm Size
IM Fee
Fee Structure
Following a project-based financial planning engagement, AAA Advisory offers ongoing access to financial planning advice on an as-needed basis through an annual agreement addendum. Services under this addendum are billed at an hourly rate of $300 and invoiced quarterly in arrears for consultations, reviews, emails, virtual meetings, and updates to prior recommendations.
- Project-based financial planning — $300 per hour for targeted advice on specific financial issues such as retirement readiness, education funding, debt management, and investment allocation reviews
- Tax preparation services — Fixed fee based on the types of returns and schedules required, covering federal, state, and local income tax returns
Location
Walkersville, MD
Get directionsHistory
Regulatory History
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.
Learn about disclosures →Other Business Activities
Patricia works as a tax consultant for Bestgate Tax & Accounting Advisors, LLC, focusing on tax review and preparation of income tax returns. This takes about 40% of Patricia's time.
Employment History
Current Registrations
Aaa Advisory LLC
Previous Registrations
Bestgate Wealth Advisors, LLC
State Registrations2 states
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
More Advisors
- Laura Johnson, CFP