Stephanie Bailey
Northavenue · Columbus, Ohio
Stephanie Bailey is a fee-only financial advisor at Northavenue in Columbus, Ohio, who holds the CFP credential. Northavenue reports charging fixed fees on its Form ADV.
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Facts
| Firm | Northavenue |
|---|---|
| Based in | Columbus, Ohio |
| Fee model (firm's Form ADV) | Fixed fees |
| Assets under management | $204.8M across 638 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in OH, UT · CRD 7436852 |
| Exams passed | Series 65 (2021) |
| Firm size | 9 employees |
| Disclosures | None reported |
| Website | www.northavenuefa.com |
How Stephanie's firm compares
- Northavenue's average account is about $321,000, from its Form ADV (assets managed divided by 638 accounts).
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Questions about Stephanie
Is Stephanie Bailey a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Stephanie holds no broker registration, and Northavenue reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Stephanie charge for financial advice?
Stephanie's firm, Northavenue, reports charging fixed fees on its SEC Form ADV.
Where is Stephanie Bailey based?
Stephanie Bailey is based in Columbus, Ohio.
What credentials does Stephanie Bailey hold?
Stephanie Bailey holds the CFP credential.
Is Stephanie Bailey registered with the SEC?
Yes. Stephanie Bailey is registered as an investment adviser representative in OH and UT (CRD 7436852), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Northavenue manage?
Northavenue reports $204.8M across 638 accounts in assets under management.
How do I contact Stephanie Bailey?
Through Stephanie's website, www.northavenuefa.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
- 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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