Joshua Bailey
Muirfield Wealth Advisors · Charlotte, North Carolina
Joshua Bailey is a fee-only financial advisor at Muirfield Wealth Advisors in Charlotte, North Carolina, who holds the CFP credential. Joshua focuses on sustainable & impact investing, estate & legacy planning and retirement planning. Muirfield Wealth Advisors reports charging a percentage of assets and fixed fees on its Form ADV.
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Specialties
Who they serve
- Retirees
- Pre-retirees
- Founders
Facts
| Firm | Muirfield Wealth Advisors |
|---|---|
| Based in | Charlotte, North Carolina |
| Fee model (firm's Form ADV) | Percentage of assets · Fixed fees |
| Accepting new clients | Yes |
| Assets under management | $255.8M across 484 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in NC · CRD 6199964 |
| Exams passed | Series 66 (2015) |
| Firm size | 3 employees |
| Disclosures | None reported |
| Website | muirfieldwealth.com |
| Profile |
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Questions about Joshua
Is Joshua Bailey a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Joshua holds no broker registration, and Muirfield Wealth Advisors reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Joshua charge for financial advice?
Joshua's firm, Muirfield Wealth Advisors, reports charging a percentage of assets and fixed fees on its SEC Form ADV.
Where is Joshua Bailey based?
Joshua Bailey is based in Charlotte, North Carolina.
What does Joshua specialize in?
Joshua's specialties include sustainable & impact investing, estate & legacy planning, retirement planning and small business owners. Joshua works with retirees, pre-retirees and founders.
What credentials does Joshua Bailey hold?
Joshua Bailey holds the CFP credential.
Is Joshua Bailey registered with the SEC?
Yes. Joshua Bailey is registered as an investment adviser representative in NC (CRD 6199964), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Muirfield Wealth Advisors manage?
Muirfield Wealth Advisors reports $255.8M across 484 accounts in assets under management.
How do I contact Joshua Bailey?
Through Joshua's website, muirfieldwealth.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
- Muirfield Wealth Advisors 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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