Patricia Bush
AAA Advisory · Walkersville, Maryland
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.
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Specialties
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 |
| Credentials | CFP |
| SEC registration | Investment adviser representative in MD, PA, VA · CRD 7227352 |
| Exams passed | Series 65 (2020) |
| Firm size | 1 employee |
| Disclosures | None reported |
| Website | aaaadvisory.com |
How Patricia's firm compares
- A one-time plan starts at $600, below the Maryland median of $830 for fee-only firms that publish prices.
- The hourly rate is $300, in line with the Maryland median of $300 for fee-only firms that publish prices.
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Questions about Patricia
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.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Other fee-only advisors in Maryland
Other advisors in Maryland who focus on tax planning
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
- AAA Advisory 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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