W Wellspent Public advisor graph
Wellspent public graph/Advisors/Joe Sallee
Advisor

Joe Sallee

Bay Capital Advisors, LLC · Virginia Beach, Virginia

Joe Sallee is a fee-only financial advisor at Bay Capital Advisors, LLC in Virginia Beach, Virginia, who holds the CFP, MS and ChFC credentials. Joe charges a percentage of assets and a one-time planning fee.

Percentage of assetsOne-time planning fee Fee-only CFPMSChFCRSSA

Request an introduction to Joe →

Facts

FirmBay Capital Advisors, LLC
Based in Virginia Beach, Virginia
Fee modelPercentage of assets · One-time planning fee
Assets under management$228.3M across 615 accounts
CredentialsCFP · MS · ChFC · RSSA
Firm size5 employees
Websitebaycapitaladvice.com
LinkedInProfile

How Joe's firm compares

  • Bay Capital Advisors, LLC's average account is about $371,000, from its Form ADV (assets managed divided by 615 accounts).

What fee-only advisors charge in Virginia

Request an introduction to Joe

Tell Joe a little about what you're looking for. Joe isn't on Wellspent yet, so we'll let them know you're looking for help and pass your message on when they join. No cost, no obligation.

Questions about Joe

Is Joe Sallee a fee-only financial advisor?

Yes. Joe Sallee is listed in the NAPFA directory (NAPFA admits only fee-only advisors).

How does Joe charge for financial advice?

Joe charges a percentage of assets and a one-time planning fee.

Where is Joe Sallee based?

Joe Sallee is based in Virginia Beach, Virginia.

What credentials does Joe Sallee hold?

Joe Sallee holds the CFP, MS, ChFC and RSSA credentials.

How much does Bay Capital Advisors, LLC manage?

Bay Capital Advisors, LLC reports $228.3M across 615 accounts in assets under management.

How do I contact Joe Sallee?

Through Joe's website, baycapitaladvice.com.

What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms

Where this information comes from

See something wrong? Request a correction. Read our methodology.