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Advisors / Texas / Huntsville
3yrs

Bailey Wakefield

Financial advisor at Howard Capital Management

Bailey Wakefield is a fiduciary financial advisor in Huntsville, Texas, with 3 years in the industry. Bailey joined Howard Capital Management in 2024, a firm offering investment management. Howard Capital Management reports being paid through a percentage of assets and subscription fees.

One of 24 advisors with offices in Huntsville, and one of 21 fiduciaries.

Huntsville, TX 77340Fiduciary advisor

At a glance

Experience3 years (since 2024)
How that compares ?3 years in the industry
Office2201 Avenue S., Huntsville, TX 77340
How the firm is paid ?Percent of assets, Subscription
Typical client at the firm ?$413,299
Advisors at the firm24
States licensed ?1 state

Services through Howard Capital Management

Investment management for individuals and small businessesManaging mutual fundsInvestment management for businesses and institutions

Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.

Licenses

Exams passed, from the official record. Tap a license to see what it allows.

Series 65Uniform Investment Adviser Law Examination

Career

  1. 2024 – now

Questions to ask Bailey

Tailored to Bailey’s registration and firm.

  1. Who on your team supports you, and who reviews the recommendations you make?
  2. Where would my money be held, and will I get statements directly from that firm?
  3. What would I pay in total each year, in dollars, including fund and trading costs?

My notes and scorecard

Sign in to keep private notes, score your first meeting, and track this advisor alongside others.

About Bailey

How do I contact Bailey?

Call Howard Capital Management at (770) 642-4902 and ask for Bailey Wakefield. Bailey works from the Huntsville, TX office.

How long has Bailey been a financial advisor?

Bailey has been in the industry since 2024, about 3 years. 3 years in the industry.

What licenses does Bailey hold?

Series 65. Tap any license on this page to see what it allows.

Is Bailey a fiduciary?

Bailey is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.

How is Bailey paid?

Howard Capital Management reports being paid by a percentage of the assets they manage, subscription fees. Ask Bailey for your total yearly cost in dollars.

Official record as of October 3, 2026.

This profile is for information only and is not financial advice or a recommendation.

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