Bautista Planning and Analytics, LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Bautista Planning and Analytics serves individual and family clients with investment management, project-based and hourly financial planning, and a comprehensive planning service delivered via an ongoing monthly subscription. The firm also offers business analytics consulting, educational seminars and speaking engagements, and publishes self-development materials and a client newsletter.
The firm’s investment approach is primarily passive, using asset-class allocations implemented with low-cost index mutual funds and ETFs, while permitting tactical adjustments and using fundamental, technical and cyclical analysis as part of its investment evaluation. Bautista Planning and Analytics implements discretionary management through custodian platforms (including Betterment For Advisors), leverages third‑party technology to monitor workplace accounts and other externally held assets, and reviews accounts at least quarterly for rebalancing.
What distinguishes this firm from many peers is the combination of a subscription-style ongoing planning relationship alongside traditional AUM-based management, and a meaningful non-advisory practice in business analytics and published educational content that the principal dedicates part of his time to. The firm’s paid seminars, newsletter/periodical activity, and explicit use of third‑party platforms to manage or advise on accounts the client cannot move under the primary custodian are additional features that are less common among similar independent advisers.
Client services
Expertise
Fee options
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
Main office
Sandy OR
Advisors at this office
1
Most active in
Oregon · Texas
Also doing business as
Bautista Planning And Analytics, LLC · Bautista, Joseph, Johnson · Grow With Joe, LLC
Disclosures
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Business activities & affiliations
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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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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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.
Forms ADV
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