Labadiebailey

What Labadiebailey does

Labadiebailey is a small, private financial advisory firm founded in 2008 and headquartered in Clearwater, Florida. The firm delivers wealth management, retirement planning, estate strategy, and insurance guidance to individuals, with a primary focus on retirees and pre-retirees and secondary segments including small business owners, working professionals, and women. Christopher Labadie is the primary associated financial professional; headcount is reported at 1-10 employees.

The firm's core offerings are organized around four service pillars: Retirement Planning, Wealth Management (portfolio construction and risk management), Peak-Career Wealth Building, and Estate Strategy. These are supported by an educational content layer including financial calculators, a video library, articles/guides, and tax resources. There is no proprietary technology platform; the practice relies on industry-standard financial planning tools and an FMG Suite template website. Securities and advisory services are delivered through LPL Financial, a registered investment advisor and broker-dealer that provides the regulatory, compliance, and operational infrastructure. Services are sold through direct, one-on-one consultations initiated via online appointment scheduling (OnceHub) or in-person visits at the Clearwater office.

The business model is a traditional fee-based advisory model operating under LPL Financial's platform, with revenue likely derived from standard advisory fees on assets under management. No pricing is publicly disclosed. The firm is subject to geographic restrictions tied to the LPL representative's state registrations. Distribution is regional (Southeast United States), with no enterprise or institutional clients named. The firm does not appear to be backed by private equity and is not publicly traded.

Name

Labadiebailey

Legal name

LabadieBAILEY

Website

https://labadiebailey.com

Company type

Private

Founded year

2008

Operating status

Operating

Headcount range

1–10 employees

Short description

Labadiebailey is a small, private financial advisory firm in Clearwater, Florida, offering retirement planning, wealth management, estate strategy, and insurance guidance to individuals—primarily retirees and pre-retirees—through LPL Financial.

Ownership category

akta.pro rank

Product category

Wealth Management

NAICS

Portfolio Management and Investment Advice (52394), Portfolio Management and Investment Advice (523940)

SIC

Investment Advice (6282)

akta.pro primary industry

Financial Coaching & Budgeting Advisory (FSAEAAAH)

Keywords

• Wealth management services
• Retirement planning
• Financial advisory
• Estate planning
• Portfolio management

Headquarters

HQ city

Clearwater

HQ country

United States

HQ region

North America

Offices2 records

Markets served

GTM type

B2C

Offering type

Services

Cost components

Personnel, Operations, Marketing or Sales, Technology or R&D, Others

Revenue model

1. Financial Advisory Services: Wealth management and financial advisory services, likely fee-based or AUM (assets under management) model. Securities and advisory services are offered through LPL Financial, a registered investment advisor and broker-dealer, indicating the firm operates within an established financial services platform.

Pricing tiers

Go-to-market motion1 record

Distribution channels1 record

Marketing channels4 records

Core offering

Labadiebailey delivers personalized financial advisory services to individuals and households, covering retirement planning, wealth management (portfolio construction and risk management), peak-career wealth building, and estate strategy. The firm operates as a registered representative of LPL Financial, a registered investment advisor and broker-dealer that provides the underlying securities, compliance, and operational infrastructure for client engagements.

Product overview

Labadiebailey is a financial advisory firm offering comprehensive wealth management services through a unified advisory platform. The core offerings include Retirement Planning Services, Wealth Management (portfolio construction and risk management), Peak-Career Wealth Building strategies, and Estate Strategy services. These are supported by educational tools including Financial Calculators (retirement, insurance, tax, and investment calculators), Educational Videos covering various financial topics, Articles and Guides on financial planning, and Tax Resources including forms and rate tables. The firm operates through LPL Financial as a registered investment advisor.

Differentiator

Problem solved

Functional benefit

Products and services

• Retirement Planning Services Comprehensive retirement planning services that help clients prepare financially for retirement, including investment strategies and retirement account management delivered through personalized advisory consultations.
• Wealth Management Portfolio construction and risk management service for building and protecting client wealth across various investment vehicles, delivered as part of the firm's advisory offering.
• Peak-Career Wealth Building Wealth-building strategies designed for professionals in their peak earning years to maximize long-term financial growth, delivered through one-on-one advisory engagement.
• Estate Strategy Estate planning strategies for every phase of life, helping clients protect assets and ensure smooth wealth transfer to beneficiaries through personalized advisory consultations.

Segments4 records

Ideal customer profiles4 records

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Partnerships

One partnership is on record.

• LPL FinancialcoreTechnology or IntegrationSecurities and advisory services are offered through LPL Financial, a Registered Investment Advisor and broker-dealer. LPL Financial provides the operational, compliance, and technology infrastructure that enables the firm to offer securities and investment advisory services to clients. The firm is a registered representative associated with LPL Financial.

Recent moves6 records

Expansion highlights3 records

Direct peers

• Cetera Financial Group: Independent broker-dealer platform supporting independent financial advisors, similar to LPL Financial. Compares on the hosted-advisor business model and platform economics for practices like Labadiebailey.
• Cambridge Investment Research: Independent broker-dealer and RIA platform supporting thousands of independent advisor practices — structurally analogous to LPL Financial and to the hosted-advisor model Labadiebailey operates under. Compares on platform-vs-practice dimension.
• Fisher Investments: Independent RIA primarily serving high-net-worth individuals and retirees with portfolio management and retirement planning. Same fee-based model and core customer segment (retirees/pre-retirees) as Labadiebailey, but at much larger scale.
• Edelman Financial Engines: Large independent RIA offering comprehensive financial planning, retirement, and wealth management services to individuals and small business owners. Highly comparable service model and target client base, though at substantially greater scale than Labadiebailey.

Emerging players

• Betterment: Leading digital wealth management platform offering automated and hybrid advisory services to mass-affluent and younger professionals. Competes with Labadiebailey for working professionals and pre-retirees through a low-fee, technology-led model.

Broad incumbents

• Edward Jones: National financial advisory firm with a high-street branch model targeting mass-affluent and retiree clients with retirement and estate planning. Comparable in client focus and consultative delivery, but with thousands of branches and a national footprint.
• Northwestern Mutual: Insurance-led financial services firm offering life insurance, retirement, and wealth advisory. Direct overlap with Labadiebailey's life insurance and retirement planning offerings, though supported by a captive agent network and proprietary insurance products.
• Ameriprise Financial: National diversified wealth manager and advisor-franchise platform offering retirement, wealth, and insurance products. Overlaps with Labadiebailey's services but operates at vastly greater scale with proprietary technology and brand recognition.
• Vanguard Personal Advisor: Hybrid robo-advisor offering from Vanguard combining digital tools with human advisors for retirement and wealth planning. Competes directly with Labadiebailey on price and scale, particularly for cost-sensitive retiree clients.
• Charles Schwab Wealth Advisory: Schwab-branded advisory service offered to mass-affluent clients with retirement planning and portfolio management. Competes directly with Labadiebailey for similar client segments, with technology and brand advantages but less localized personal service.

Market position

Strengths5 records

Weaknesses5 records

Competitive moat3 records

Key risks6 records

Key highlights6 records

Customer concentration

• Xx.com/myLabadieBAILEY

Compliance2 records

Revenue estimate

Valuation estimate

Number of profiles

Profiles1 record

Funding overview

Funding rounds

Investors

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

M&A

Investments

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Frequently asked questions about Labadiebailey