Quiet Wealth Management fees and pricing
Financial planner in Cincinnati, Ohio. Registered with state securities regulators.
According to its Form ADV Part 2A brochure dated March 28, 2026, Quiet Wealth Management charges $450 an hour for financial planning.
Published fees
Quoted from the firm's Form ADV Part 2A brochure, filed March 28, 2026. Fees can change, so confirm with the firm before you hire them.
- Hourly rate
- $450/hr
“Completion of Additional Forms, a high level of complexity, and/or representation and/or responses to the IRS will be discussed and charged at a $450 hourly rate.”
Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)
How Quiet Wealth Management bills
Payment and refund terms, quoted from the fee section of the brochure.
- “The fees are paid in arrears on a monthly basis.”
- “Upon termination of any agreement, any prepaid, unearned fees will be promptly refunded, and any earned, unpaid fees will be due and payable.”
- “Prepaid but unearned client fees will be promptly refunded on a pro-rata basis based on the number of days remaining in the monthly billing period.”
How Quiet Wealth Management’s fees compare
- Its hourly rate of $450 is above the Ohio median of $250. 90% of the 219 other Ohio planners that publish an hourly rate charge less.
- 20 of the 21 other planners in Cincinnati that publish an hourly rate charge less.
- It doesn't charge a percentage of the assets it manages, so its fee won't grow with your portfolio.
About Quiet Wealth Management
“We provide financial planning, tax preparation, and investment management services in the form of ongoing engagements. Investment Management and Comprehensive Financial Planning QW provides the Serving Wealth program for investment management, tax preparation, and comprehensive financial planning.”
- Principal: Curtis Bailey
- Solo practice: one person runs the firm, so you work directly with the planner.
- Credentials named in the brochure: CFP®, EA, and CFA.
- Registered as an adviser: 2021 (5 years).
Planning areas mentioned in the brochure
- Retirement planning
- Tax planning
- Estate planning
- College planning
- Business owners
- Insurance analysis
- Cash flow and budgeting
Firm details from Form ADV
- How the firm is paid
- Hourly fees, fixed or flat fees
- Charges a % of assets
- No
- Clients
- 37
- Employees
- 1
- Works with
- Individuals
- Services reported to regulators
- Financial planning and portfolio management for individuals and small businesses
- Assets managed
- $70,088,411
- Registered with
- State securities regulators
- Disciplinary disclosures
- None reported
- SEC CRD number
- 312940
- Phone
- (513) 341-8721
Other planners in Cincinnati that publish fees
- 1TaxfinancialCincinnati$300/hr
- Adams and Co Financial ServicesCincinnati$500-$2,500
- Ajd WealthCincinnati$500/hr, $30,000
- Benchmark Wealth ManagementCincinnati$500-$50,000/yr
- Crew Capital Management, LTD.Cincinnati$10,000-$25,000/yr
- Daymark Wealth Partners, LLCCincinnati$350/hr, $1,500-$10,000
Is something on this page wrong or out of date? Email corrections@plannerfees.com and PlannerFees will check it against the firm's latest filing.