Jonathan Bailey
WealthCrossing · Richmond, Virginia
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.
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Specialties
Who they serve
- Pre-retirees
- Retirees
- Multi-generational families
Facts
| Firm | WealthCrossing |
|---|---|
| Based in | Richmond, Virginia |
| Fee model (firm's Form ADV) | Percentage of assets · Fixed fees |
| Assets under management | $1.54B across 1,318 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in TX, VA · CRD 7028921 |
| Firm size | 18 employees |
| Disclosures | None reported |
| Website | www.wealth-crossing.com |
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Questions about Jonathan
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.
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
- WealthCrossing website : specialties, clients served, and fees, checked October 30, 2026
- 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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