# Joseph Bautista

> Joseph Bautista is a fee-only financial advisor at Bautista Planning and Analytics in Sandy, Oregon. Bautista Planning and Analytics reports charging a percentage of assets, hourly fees, a subscription and fixed fees on its Form ADV.

Page: https://find.wellspent.co/advisors/joseph-bautista/
Built from SEC adviser records; last checked October 30, 2026.

## Facts

- **Firm:** Bautista Planning and Analytics
- **Based in:** Sandy, Oregon
- **Fee model (firm's Form ADV):** Percentage of assets; Hourly; Subscription; Fixed fees
- **Assets under management (firm):** $665K across 2 accounts
- **CRD:** 6442802 (https://adviserinfo.sec.gov/individual/summary/6442802)
- **SEC registration:** Investment adviser representative in OR, TX
- **Exams passed:** Series 63 (2015), Series 65 (2015)
- **Firm size:** 1 employee
- **Disclosures:** None reported
- **Website:** https://sleekbio.com/bautistaplanningandanalytics

## Frequently asked questions

### Is Joseph Bautista a fee-only financial advisor?

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

### How does Joseph charge for financial advice?

Joseph's firm, Bautista Planning and Analytics, reports charging a percentage of assets, hourly fees, a subscription and fixed fees on its SEC Form ADV.

### Where is Joseph Bautista based?

Joseph Bautista is based in Sandy, Oregon.

### Is Joseph Bautista registered with the SEC?

Yes. Joseph Bautista is registered as an investment adviser representative in OR and TX (CRD 6442802), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.

### How much does Bautista Planning and Analytics manage?

Bautista Planning and Analytics reports $665K across 2 accounts in assets under management.

### How do I contact Joseph Bautista?

Through Joseph's website, sleekbio.com/bautistaplanningandanalytics.

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/6442802): 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

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