# Patricia Bush

> Patricia Bush is a fee-only financial advisor at AAA Advisory in Walkersville, Maryland, who holds the CFP credential. Patricia charges hourly fees, a flat fee or retainer, a one-time planning fee and an ongoing planning fee (one-time plans from $600 and $300 an hour) and focuses on tax planning and retirement planning.

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

## Facts

- **Firm:** AAA Advisory
- **Based in:** Walkersville, Maryland
- **Fee model:** Hourly; Flat fee or retainer; One-time planning fee; Ongoing planning fee
- **Fees (firm's website):** one-time plans from $600; $300 an hour
- **Accepting new clients:** Yes (firm's website)
- **Credentials:** CFP
- **Specialties:** Tax planning, Retirement planning
- **CRD:** 7227352 (https://adviserinfo.sec.gov/individual/summary/7227352)
- **SEC registration:** Investment adviser representative in MD, PA, VA
- **Exams passed:** Series 65 (2020)
- **Firm size:** 1 employee
- **Disclosures:** None reported
- **Website:** https://aaaadvisory.com/

## Frequently asked questions

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

Yes, according to SEC records as of October 29, 2026: Patricia holds no broker registration, and AAA Advisory 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 charges hourly fees, a flat fee or retainer, a one-time planning fee and an ongoing planning fee.

### How much does Patricia charge?

According to AAA Advisory's website, checked October 30, 2026: one-time plans from $600; $300 an hour.

### Where is Patricia Bush based?

Patricia Bush is based in Walkersville, Maryland.

### What does Patricia specialize in?

Patricia's specialties include tax planning and retirement planning.

### What credentials does Patricia Bush hold?

Patricia Bush holds the CFP credential.

### Is Patricia Bush registered with the SEC?

Yes. Patricia Bush is registered as an investment adviser representative in MD, PA and VA (CRD 7227352), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.

### How do I contact Patricia Bush?

Through Patricia's website, aaaadvisory.com.

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/7227352): 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://www.aaaadvisory.com/): specialties, clients served, and fees, checked October 30, 2026

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