Patricia Bailey
Bailey & Associates Investment Management and Financial Planning · Columbia, South Carolina
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.
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Specialties
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 |
| Assets under management | $32.0M across 110 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in SC · CRD 4499582 |
| Exams passed | Series 65 (2001) |
| Firm size | 1 employee |
| Disclosures | None reported |
| Website | www.bailey-advisers.com |
How Patricia's firm compares
- Bailey & Associates Investment Management and Financial Planning's average account is about $291,000, from its Form ADV (assets managed divided by 110 accounts).
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Questions about Patricia
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.
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
- Bailey & Associates Investment Management and Financial Planning 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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