About Baughman Financial Group
Baughman Financial Group is a trusted financial firm that specializes in providing expert financial advice to clients. With a team of experienced advisors and a depth of knowledge in the financial industry, Baughman Financial Group is dedicated to helping clients achieve their financial goals.
How does the advisor help clients – Key Takeaways:
- Provides expert financial advice
- Assists clients in achieving their financial goals
- Offers a range of financial services
- Specializes in various client types
- Transparent in fees and compensation
- Committed to maintaining clean record
Facts and Insights:
Baughman Financial Group has been in business for over 20 years and has built a strong reputation for their expertise in financial planning and management. As of 2021, the firm has over $500 million in assets under management and a team of 10 advisors who are committed to providing top-notch services to their clients.
Assets Under Management, Number of Advisors and Time in Business:
| Year Established | Assets Under Management | Number of Advisors |
|---|---|---|
| 1998 | $500 million | 10 |
Financial Services Offered:
- Financial planning and management
- Retirement planning
- Investment management
- Tax planning
- Estate planning
Client Types:
- Individuals and families
- Small business owners
- High-net-worth individuals
- Retirees
- Trusts and foundations
Fees & Compensation:
Baughman Financial Group is committed to transparency when it comes to their fees and compensation structure. The firm charges a percentage of assets under management, with fees ranging from 1% to 2% depending on the services provided. They do not receive any commissions or third-party payments, ensuring that their recommendations are always in the best interest of their clients.
Background:
The founder and lead advisor of Baughman Financial Group, Sarah Baughman, has over 25 years of experience in the financial industry. She holds a Bachelor’s degree in Finance and a Master’s degree in Business Administration. The firm’s team of advisors has diverse backgrounds and specializations, allowing them to provide a comprehensive and tailored approach to financial planning for their clients.
Financial Advisor Disclosures to Know:
Baughman Financial Group is committed to maintaining a clean record and has no disclosures on their publicly filed documents, meaning they have no legal or regulatory issues in the past 10 years. They also carry Errors and Omissions insurance, providing an extra layer of protection for their clients.