Curtis Bailey, CFP®, CRPC® Quiet Wealth Management LLC

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About Curtis Bailey, CFP®, CRPC®, EA, CFA

Quiet Wealth was founded to provide financial solutions in clear, comprehensive ways. The Financial Services Industry is riddled with inflexible offerings and pricing that is in the firm’s best interest, not the client.

We offer flat-fee, fee-only financial planning. There are no account minimums. No commission. True cost transparency.

We combine experience and expertise to offer solutions (taxes, investments, financial planning, and risk management) that are help clients support their lifestyle and achieve their unique aspirations.

Read Curtis’ blog here: https://curtisbailey.io/

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Ideal Clients

  • Dual Income Family
  • Gen X
  • Mid-Career Professionals
  • Retirement Planning

Ways Advisor Charges

  • Monthly Fee
  • Flat Fee
  • Hourly

Fee Options

  • Monthly Fee: $250+/mo
  • Flat Fee: $3000+/engagement
  • Hourly Fee: $350+/hr

SEC Records

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