A complete list of active advisors currently associated with Bautista Planning and Analytics, LLC

Warmer can help you find a great advisor at Bautista Planning and Analytics, LLC or one who fits your needs even better.

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.

To learn more about the advisors currently working at Bautista Planning and Analytics, LLC, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.

Name	Location	Years of experience
Joseph Bautista	Sandy, OR	11

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