Dante Bailey
WJ Financial Advisors · Killingworth, Connecticut
Dante Bailey is a fee-only financial advisor at WJ Financial Advisors in Killingworth, Connecticut. WJ Financial Advisors reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.
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Facts
| Firm | WJ Financial Advisors |
|---|---|
| Based in | Killingworth, Connecticut |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Assets under management | $203.4M across 684 accounts |
| SEC registration | Investment adviser representative in CT · CRD 7972111 |
| Exams passed | Series 66 (2024) |
| Firm size | 3 employees |
| Disclosures | None reported |
| Website | www.wjadvisors.com |
| Profile |
How Dante's firm compares
- WJ Financial Advisors's average account is about $297,000, from its Form ADV (assets managed divided by 684 accounts).
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Questions about Dante
Is Dante Bailey a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Dante holds no broker registration, and WJ Financial Advisors reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Dante charge for financial advice?
Dante's firm, WJ Financial Advisors, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
Where is Dante Bailey based?
Dante Bailey is based in Killingworth, Connecticut.
Is Dante Bailey registered with the SEC?
Yes. Dante Bailey is registered as an investment adviser representative in CT (CRD 7972111), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does WJ Financial Advisors manage?
WJ Financial Advisors reports $203.4M across 684 accounts in assets under management.
How do I contact Dante Bailey?
Through Dante's website, www.wjadvisors.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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