Advisor at NorthAvenue 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
NorthAvenue LLC
Location
Spanish Fork, UT
Credentials
CFP®, Series 65
Industry experience
4 years
Stephanie Bailey is a CFP® with four years of industry experience, currently serving as a financial advisor at NorthAvenue LLC since 2020. Her prior work includes roles in education and nonprofit settings, such as at Sharyland Independent School District and Kids in the Kitchen. NorthAvenue LLC provides financial planning and investment management services to individual clients and trusts, focusing on integrated ongoing planning and portfolio management. The firm employs an investment approach grounded in fundamental and behavioral finance, utilizing asset allocation strategies based on Modern Portfolio Theory and a range of low-cost investment options.
Based on NorthAvenue LLC
Based on NorthAvenue LLC
Minimum fee: Annual fixed fee generally between $3,600 to $70,000, charged quarterly in advance Fee-only: Fixed fee only; no commissions or performance fees
Spanish Fork, UT
Ohio · Utah
NorthAvenue, LLC
2020 - Present (6 years)
Sharyland Independent School District
2019 - 2020 (1 year)
Kansas State University
2019 - 2020 (1 year)
Kids in the Kitchen
2017 - 2018 (1 year)
Colin Baenzinger & Associates
2017 - 2018 (1 year)
Bailey Household
2004 - 2017 (13 years)
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Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
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Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
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Pomegranate Financial helps Working Families conquer their debt without cashing out their 401(k)/IRA. Through custom financial strategies we help lower interest on your debt, pay less in taxes, automate your investments, and get excited about your financial future. Our services can fit any budget whether it is our Membership option as low as $100/month to our Premier Planning at $250/month (for 12 Months). Our planning is focused on helping save you money. Schedule a free meeting today. Whether in-person or virtually we will talk to see if it makes sense to work together. Following the meeting we send a summary email detailing how we can be of value to you and your financial life. Want to better understand what types of strategies and questions we help with? Take a glance at our Pomegranate Planning at our website: www.pomegranatefinancial.com Thinking about cashing out your 401(k)/IRA? Get your free e-book at www.pomegranatefinancial.com
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