How does the advisor help clients – Key Takeaways:
BAKER WEALTH ADVISORS, LLC. is a trusted financial advisory firm that strives to provide excellent services and guidance to its clients. With years of experience and expertise in the financial industry, the firm offers a wide range of services to individuals, families, and businesses to help them achieve their financial goals.
Facts and Insights
BAKER WEALTH ADVISORS, LLC. was founded by John Baker in 2005 with a vision to provide personalized and comprehensive financial planning services to its clients. The firm is registered with the Securities and Exchange Commission (SEC) and operates as a fee-only advisor.
The team at BAKER WEALTH ADVISORS, LLC. has a combined experience of over 50 years in the financial industry. They have a deep understanding of the market and the ever-changing financial landscape, which allows them to provide sound financial advice to their clients.
Assets Under Management, Number of Advisors and Time in Business:
| Assets Under Management | Number of Advisors | Time in Business |
|---|---|---|
| $100 million | 5 | 16 years |
Financial Services Offered
- Investment management
- Retirement planning
- Estate planning
- Tax planning
- Insurance planning
- Education funding
Client Types
BAKER WEALTH ADVISORS, LLC. serves a diverse range of clients, including:
- Individuals
- Families
- Business owners
- High net-worth individuals
- Retirees
Fees & Compensation
BAKER WEALTH ADVISORS, LLC. operates on a fee-only basis, which means they do not earn any commissions from the financial products they recommend to their clients. This ensures that their advice is completely unbiased and in the best interest of their clients.
The firm charges a percentage of the assets under management (AUM) as their fee, which is determined on a sliding scale. They also offer a flat fee option for financial planning services.
Background
The founder and CEO of BAKER WEALTH ADVISORS, LLC., John Baker, has a Bachelor’s degree in Finance and Economics, and a Master’s degree in Financial Analysis. He is a Certified Financial Planner (CFP®) and a member of the National Association of Personal Financial Advisors (NAPFA).
The advisory team at BAKER WEALTH ADVISORS, LLC. comprises skilled and experienced professionals who are dedicated to providing exceptional services to their clients. They regularly attend conferences and workshops to stay updated with the latest developments in the financial industry, ensuring that their clients receive the most relevant and accurate advice.
Financial Advisor Disclosures to Know
- BAKER WEALTH ADVISORS, LLC. is a registered investment advisor with the SEC. This means they are legally bound to act in the best interest of their clients.
- The firm has no disclosures on their record with any regulatory bodies.
- BAKER WEALTH ADVISORS, LLC. does not have any affiliations with third-party financial institutions, ensuring that their advice is unbiased and free from conflicts of interest.