Advisor at MoneyPro Wealth Management, LLC
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Firm
MoneyPro Wealth Management, LLC
Location
Franklin, TN 36067
Credentials
Series 63
Industry experience
30 years
Robert Bailey is a financial advisor at MoneyPro Wealth Management, LLC with 30 years of industry experience. He previously operated Bailey Financial Management and Insurance Services for 29 years. In addition to his advisory work, he provides life and health insurance services in California, including the sale of fixed annuities and various insurance products. MoneyPro Wealth Management offers investment advisory and financial planning services to individuals and institutional clients such as pension plans, trusts, and charitable organizations. The firm’s approach includes tailored investment strategies using multiple analysis methods and combines portfolio management with active insurance distribution, which is less common among independent advisors.
Based on MoneyPro Wealth Management, LLC
Based on MoneyPro Wealth Management, LLC
Comprehensive Retirement Planning flat fees range from $900 to $1,500; Investment Portfolio Risk Analysis fixed fee of $249; negotiated fixed fees for other financial services
1.00% annually
Commissions received from selling fixed annuities, life, health, disability, and long-term care insurance products
$150 per hour with a minimum of two hours
2550 Meridian Blvd, Suite 200
Franklin, TN 36067
California · Tennessee · Texas
MoneyPro Wealth Management, LLC
2024 - Present (2 years)
Bailey Financial Management and Insurance Services
1995 - 2024 (29 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Is not active or affiliated with:
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Bank
They're affiliated with a bank that may offer its own financial products and services.
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.
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Philip M. Watson, Financial Advisor
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