Patricia Bush
Advisor at AAA Advisory LLC
Updated today
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
AAA Advisory LLC
Location
Walkersville, MD
Credentials
CFP®, Series 65
Industry experience
6 years
About
Patricia Bush is a CFP® and Series 65 credentialed advisor with six years of industry experience. She is the principal of AAA Advisory LLC and also serves as a tax consultant at Bestgate Tax & Accounting Advisors, LLC, where she is involved in tax review and income tax preparation. Her prior work includes roles at Squire, Lemkin + Company, LLP and Bestgate Wealth Advisors, LLC. AAA Advisory LLC provides fee-only comprehensive and project-based financial planning and tax preparation services primarily to individual clients, including high-net-worth individuals, through virtual meetings. The firm offers non-discretionary investment recommendations based on Modern Portfolio Theory and a long-term, passive investment approach focused on asset allocation.
Expertise
Based on AAA Advisory LLC
General retirement planning
Tax strategies for small businesses
Cash flow / budgeting
Fee options
Comprehensive Financial Planning Fees: Fixed fee typically ranging from $2,000 to $6,000 annually; Tax Preparation Fees: Fixed fee based on type and scope of returns.
Project-Based Financial Planning Services: $300 per hour; Used as basis for fee calculation and termination fees.
Fee-only: Comprehensive Financial Planning Fees: Fixed fee typically ranging from $2,000 to $6,000 annually; Project-Based Financial Planning Fees: $300 per hour; Tax Preparation Fees: Fixed fee based on scope or $300 per hour if terminated early.
Location
Walkersville, MD
Most active in
Patricia B has reported serving >5 clients in these states in the last 12 months.
Maryland
Work history
Bestgate Tax & Accounting Advisors, LLC
2025 - Present (1 year)
AAA Advisory LLC
2023 - Present (3 years)
Bestgate Wealth Advisors, LLC
2023 - 2025 (2 years)
Bestgate Tax & Accounting Advisors, LLC
2020 - 2025 (5 years)
Squire, Lemkin + Company, LLP
2016 - 2019 (3 years)
Disclosures
Disclosures include customer complaints, regulatory actions, employment terminations, bankruptcies, and certain legal protections.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is active or affiliated with:
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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