Joseph Bautista
Bautista Planning and Analytics · Sandy, Oregon
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.
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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 | $665K across 2 accounts |
| SEC registration | Investment adviser representative in OR, TX · CRD 6442802 |
| Exams passed | Series 63 (2015) · Series 65 (2015) |
| Firm size | 1 employee |
| Disclosures | None reported |
| Website | sleekbio.com/bautistaplanningandanalytics |
| Profile |
How Joseph's firm compares
- Bautista Planning and Analytics's average account is about $333,000, from its Form ADV (assets managed divided by 2 accounts).
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Questions about Joseph
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.
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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