Advisor at Bautista Planning and Analytics, LLC
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Firm
Bautista Planning and Analytics, LLC
Location
Sandy, OR
Credentials
Series 63, Series 65
Industry experience
10 years
Joseph Bautista is the principal of Bautista Planning and Analytics, LLC, an independent advisory firm based in Sandy, Oregon. He holds Series 63 and Series 65 licenses and has 10 years of industry experience, including prior work at First Command Financial Services. Outside of financial advising, Bautista is involved in self-development coaching and promotes his published self-development book, newsletter, and course, as well as providing business development services. Bautista Planning and Analytics provides investment advice and financial planning primarily to individuals and families, with additional services for business owners and corporate clients. The firm emphasizes passive portfolio construction using index mutual funds and ETFs, focusing on low turnover and tax efficiency, and utilizes third-party technology and platforms such as Betterment for account monitoring, trade execution, and custody.
Based on Bautista Planning and Analytics, LLC
Based on Bautista Planning and Analytics, LLC
Project based financial planning fixed fees between $1,000 and $10,000
1% annually
$150 to $300 per hour depending on complexity
Comprehensive financial planning monthly fees between $100 and $833, paid in advance
Account minimum: $25,000 Fee-only: Fixed fees ranging from $1,000 to $10,000 for project based financial planning; hourly rates between $150 and $300 per hour; comprehensive financial planning upfront fees $750-$5,000 plus monthly fees $100-$833
Sandy, OR
Oregon · Texas
Bautista Planning and Analytics, LLC
2016 - Present (10 years)
First Command Financial Services
2015 - 2019 (4 years)
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Is not active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
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Bank
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Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Series 63, Series 65
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