# Jonathan Bailey

> Jonathan Bailey is a fee-only financial advisor at WealthCrossing in Richmond, Virginia, who holds the CFP credential. Jonathan focuses on estate & legacy planning, tax planning and family wealth transfer. WealthCrossing reports charging a percentage of assets and fixed fees on its Form ADV.

Page: https://find.wellspent.co/advisors/jonathan-bailey/
Built from SEC adviser records and the firm's website; last checked October 30, 2026.

## Facts

- **Firm:** WealthCrossing
- **Based in:** Richmond, Virginia
- **Fee model (firm's Form ADV):** Percentage of assets; Fixed fees
- **Assets under management (firm):** $1.54B across 1,318 accounts
- **Credentials:** CFP
- **Specialties:** Estate & legacy planning, Tax planning, Family wealth transfer
- **Works with:** Pre-retirees, Retirees, Multi-generational families
- **CRD:** 7028921 (https://adviserinfo.sec.gov/individual/summary/7028921)
- **SEC registration:** Investment adviser representative in TX, VA
- **Firm size:** 18 employees
- **Disclosures:** None reported
- **Website:** http://www.wealth-crossing.com

## Frequently asked questions

### Is Jonathan Bailey a fee-only financial advisor?

Yes, according to SEC records as of October 29, 2026: Jonathan holds no broker registration, and WealthCrossing reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.

### How does Jonathan charge for financial advice?

Jonathan's firm, WealthCrossing, reports charging a percentage of assets and fixed fees on its SEC Form ADV.

### Where is Jonathan Bailey based?

Jonathan Bailey is based in Richmond, Virginia.

### What does Jonathan specialize in?

Jonathan's specialties include estate & legacy planning, tax planning and family wealth transfer. Jonathan works with pre-retirees, retirees and multi-generational families.

### What credentials does Jonathan Bailey hold?

Jonathan Bailey holds the CFP credential.

### Is Jonathan Bailey registered with the SEC?

Yes. Jonathan Bailey is registered as an investment adviser representative in TX and VA (CRD 7028921), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.

### How much does WealthCrossing manage?

WealthCrossing reports $1.54B across 1,318 accounts in assets under management.

### How do I contact Jonathan Bailey?

Through Jonathan's website, www.wealth-crossing.com.

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/7028921): 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 and Form ADV: registration, exams, and firm facts, data as of October 29, 2026
- The firm's website (https://wealth-crossing.com/): specialties, clients served, and fees, checked October 30, 2026

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Source: Wellspent, the public graph of fee-only advisors (https://find.wellspent.co). No paid placement.