Curtis Bailey, CFP®, CRPC® Quiet Wealth Management LLC
- Virtual, Cincinnati, OH 45243
- (513) 341-8721
- http://quietwealth.net/
About Curtis Bailey, CFP®, CRPC®, EA, CFA
I’m focused on helping families have the confidence to make memories today knowing that they are making progress on financial independence.
I am the Founder, Chief Compliance Officer, and Financial Advisor at Quiet Wealth Management, Cincinnati’s first Flat-Fee firm.
Before launching Quiet Wealth Management, I was a Portfolio Manager and Advisor at UBS Financial Services and started my career at Merrill Lynch. My experience and expertise help people build their wealth, reduce taxes, and feel confident in their financial path.
My specialties include:
– Financial Planning
– Investment Management
– Tax Planning & Preparation
– Asset Protection
– Wealth Transfer & Legacy Planning
– Retirement Planning Income & Distribution Planning
– Charitable Giving
Disclosure
The annual XYPN membership fee paid by this firm is in consideration of a variety of services and benefits provided by XYPN to its advisor members - including the ability to be listed in this Directory. For a complete description of current XYPN member benefits, please refer to the Membership Benefits section of this website. For current membership pricing, please refer to the Pricing section.
XYPN, due to the compensation it receives from advisors in the form of the annual membership fee, has an incentive to list only these such advisors in the Directory. This creates a material conflict of interest.
Ideal Clients
- Dual Income Family
- Gen X
- Mid-Career Professionals
- Retirement Planning
Ways Advisor Charges
- Monthly Fee
- Flat Fee
- Hourly
Fee Options
- Monthly Fee: $500+/mo
- Flat Fee: $6000+/engagement
- Hourly Fee: $350+/hr
SEC Records
Disclosure
The annual XYPN membership fee paid by this firm is in consideration of a variety of services and benefits provided by XYPN to its advisor members - including the ability to be listed in this Directory. For a complete description of current XYPN member benefits, please refer to the Membership Benefits section of this website. For current membership pricing, please refer to the Pricing section.
XYPN, due to the compensation it receives from advisors in the form of the annual membership fee, has an incentive to list only these such advisors in the Directory. This creates a material conflict of interest.
