# Patricia Bailey

> Patricia Bailey is a fee-only financial advisor at Bailey & Associates Investment Management and Financial Planning in Columbia, South Carolina, who holds the CFP credential. Patricia focuses on retirement planning and small business owners. Bailey & Associates Investment Management and Financial Planning reports charging a percentage of assets and hourly fees on its Form ADV.

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

## Facts

- **Firm:** Bailey & Associates Investment Management and Financial Planning
- **Based in:** Columbia, South Carolina
- **Fee model (firm's Form ADV):** Percentage of assets; Hourly
- **Languages:** Mandarin
- **Accepting new clients:** Yes (firm's website)
- **Assets under management (firm):** $32.0M across 110 accounts
- **Credentials:** CFP
- **Specialties:** Retirement planning, Small business owners
- **CRD:** 4499582 (https://adviserinfo.sec.gov/individual/summary/4499582)
- **SEC registration:** Investment adviser representative in SC
- **Exams passed:** Series 65 (2001)
- **Firm size:** 1 employee
- **Disclosures:** None reported
- **Website:** http://www.bailey-advisers.com

## Frequently asked questions

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

Yes, according to SEC records as of October 29, 2026: Patricia holds no broker registration, and Bailey & Associates Investment Management and Financial Planning reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.

### How does Patricia charge for financial advice?

Patricia's firm, Bailey & Associates Investment Management and Financial Planning, reports charging a percentage of assets and hourly fees on its SEC Form ADV.

### What languages does Patricia work in?

Besides English, Bailey & Associates Investment Management and Financial Planning offers service in Mandarin, according to its website.

### Where is Patricia Bailey based?

Patricia Bailey is based in Columbia, South Carolina.

### What does Patricia specialize in?

Patricia's specialties include retirement planning and small business owners.

### What credentials does Patricia Bailey hold?

Patricia Bailey holds the CFP credential.

### Is Patricia Bailey registered with the SEC?

Yes. Patricia Bailey is registered as an investment adviser representative in SC (CRD 4499582), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.

### How much does Bailey & Associates Investment Management and Financial Planning manage?

Bailey & Associates Investment Management and Financial Planning reports $32.0M across 110 accounts in assets under management.

### How do I contact Patricia Bailey?

Through Patricia's website, www.bailey-advisers.com.

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/4499582): 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://bailey-advisers.com/): specialties, clients served, and fees, checked October 30, 2026

---

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