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

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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

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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: $500+/mo
  • Flat Fee: $6000+/engagement
  • Hourly Fee: $350+/hr

SEC Records

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