Curtis Bailey
Quiet Wealth Management · Cincinnati, Ohio
Curtis Bailey is a fee-only financial advisor at Quiet Wealth Management in Cincinnati, Ohio, who holds the CFP, CFA and EA credentials. Curtis charges a flat fee or retainer (no asset minimum) and focuses on flat-fee planning.
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Specialties
Who they serve
- Retirees
- Pre-retirees
- High earners
Facts
| Firm | Quiet Wealth Management |
|---|---|
| Based in | Cincinnati, Ohio |
| Fee model | Flat fee or retainer |
| Fees (firm's website) | No asset minimum |
| Accepting new clients | Yes |
| Assets under management | $70.1M across 185 accounts |
| Credentials | CFP · CFA · EA · CRPC |
| SEC registration | Investment adviser representative in OH · CRD 5014400 |
| Exams passed | Series 66 (2007) |
| Firm size | 1 employee |
| Disclosures | None reported |
| Website | quietwealth.net |
| Profile |
How Curtis's firm compares
- Quiet Wealth Management's average account is about $379,000, from its Form ADV (assets managed divided by 185 accounts).
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Questions about Curtis
Is Curtis Bailey a fee-only financial advisor?
Yes. Curtis Bailey is listed in the XY Planning Network directory (XYPN members are fee-only). SEC records as of October 27, 2026 show no broker registration and no commission compensation reported by Curtis's firm.
How does Curtis charge for financial advice?
Curtis charges a flat fee or retainer.
How much does Curtis charge?
According to Quiet Wealth Management's website, checked October 28, 2026: no asset minimum.
Where is Curtis Bailey based?
Curtis Bailey is based in Cincinnati, Ohio.
What does Curtis specialize in?
Curtis's specialties include flat-fee planning. Curtis works with retirees, pre-retirees and high earners.
What credentials does Curtis Bailey hold?
Curtis Bailey holds the CFP, CFA, EA and CRPC credentials.
Is Curtis Bailey registered with the SEC?
Yes. Curtis Bailey is registered as an investment adviser representative in OH (CRD 5014400), per SEC Investment Adviser Public Disclosure data as of October 27, 2026.
How much does Quiet Wealth Management manage?
Quiet Wealth Management reports $70.1M across 185 accounts in assets under management.
How do I contact Curtis Bailey?
Through Curtis's website, quietwealth.net.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- XY Planning Network directory listing : XYPN members are fee-only
- Quiet Wealth Management website : specialties, clients served, and fees, checked October 28, 2026
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 27, 2026
- Directory listing last checked April 21, 2026.
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