Bailey Alleman
Leading Edge Financial Planning · Fuquay Varina, North Carolina
Bailey Alleman is a fee-only financial advisor at Leading Edge Financial Planning in Fuquay Varina, North Carolina. Leading Edge Financial Planning reports charging a percentage of assets on its Form ADV.
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Facts
| Firm | Leading Edge Financial Planning |
|---|---|
| Based in | Fuquay Varina, North Carolina |
| Fee model (firm's Form ADV) | Percentage of assets |
| Assets under management | $521.8M across 1,678 accounts |
| SEC registration | Investment adviser representative in NC · CRD 8335300 |
| Exams passed | Series 65 (2026) |
| Firm size | 15 employees |
| Disclosures | None reported |
| Website | pilotmoneyguys.libsyn.com |
How Bailey's firm compares
- Leading Edge Financial Planning's average account is about $311,000, from its Form ADV (assets managed divided by 1,678 accounts).
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Questions about Bailey
Is Bailey Alleman a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Bailey holds no broker registration, and Leading Edge Financial Planning reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Bailey charge for financial advice?
Bailey's firm, Leading Edge Financial Planning, reports charging a percentage of assets on its SEC Form ADV.
Where is Bailey Alleman based?
Bailey Alleman is based in Fuquay Varina, North Carolina.
Is Bailey Alleman registered with the SEC?
Yes. Bailey Alleman is registered as an investment adviser representative in NC (CRD 8335300), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Leading Edge Financial Planning manage?
Leading Edge Financial Planning reports $521.8M across 1,678 accounts in assets under management.
How do I contact Bailey Alleman?
Through Bailey's website, pilotmoneyguys.libsyn.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- SEC adviser records : the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
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