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Darel Andrew Baer

Advisor at Baer Investment Advisory LLC — Yuba City, CA

Updated today

Credentials

CFA®, Series 63

Experience

32 years

Location

Yuba City, CA

Baer Investment Advisory LLC logo

Baer Investment Advisory LLC

Supported

Total advisors

4

Across 2 offices

Clients per advisor

19 Low

Avg AUM per client

$1,505,065 High

HNW client ratio

65% Very High

About

Darel Baer is a CFA® charterholder with 32 years of industry experience. He is the principal of Baer Investment Advisory LLC in Yuba City, CA, where he has worked since 2007. Baer Investment Advisory LLC provides discretionary portfolio management to individuals, high-net-worth clients, trusts, and corporations, creating customized Investment Policy Statements and implementing tailored model portfolios. The firm employs a blend of fundamental, technical, cyclical, and quantitative analysis, utilizing both long- and short-term trading strategies along with options and margin, and manages approximately $126.7 million in discretionary assets.

Client services

Based on Baer Investment Advisory LLC

Portfolio management

Expertise

Based on Baer Investment Advisory LLC

Options & derivatives strategies Active portfolio management

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Fee options

Performance-based

Up to 20% of net profits of the account, assessed quarterly in arrears, applicable to Qualified Clients only.

Other

Account minimum: $1,100,000

Location

See office

Yuba City, CA

Yuba City CA

Advisors at this office

1

Most active in

California · New York

Work history

32 years of industry experience

Darel Baer Investment Advisory LLC

2014 - Present • 12 years

Yuba City, CA

Darel Baer Investment Advisory

2007 - Present • 19 years

Yuba City, CA

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

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Michael M

Series 65

Browns Valley, CA

Mills Financial Group

Michael Mills is the principal of Mills Financial Group, an independent advisory firm based in Browns Valley, CA. He holds a Series 65 designation and has four years of industry experience, including roles at Jackson Hewitt and healthcare organizations prior to founding his firm. Mills Financial Group offers accounting, tax preparation, financial management, and investment advising services. The firm serves individuals, charitable organizations, and small businesses, providing investment advisory and financial planning with a primarily passive, low-cost investment approach. It also offers in-house accounting and seasonal tax services, educational seminars, and a recurring newsletter, delivering a combination of investment management and business consulting tailored to client-specific goals.

Passive / index investing Business ownership considerations Founder/Business Owner

Sunil T

Series 63, Series 66

Yuba City, CA

International Assets Investment Management, LLC

Sunil Tumber is a financial advisor with International Assets Investment Management, LLC. He holds the Series 63 and Series 66 designations and has three years of industry experience, including prior roles at Edward Jones and Mechanics Bank. International Assets Investment Management provides investment advisory services to individuals, high-net-worth clients, retirement plans, corporations, and other business entities through a national network of independent representatives. The firm offers customized, long-term portfolio construction using mutual funds, ETFs, equities, and fixed income, and also provides access to third-party money managers, retirement plan advisory, and financial planning services.

College savings (529s, UTMA, etc.) Business ownership considerations Founder/Business Owner Financial Professional

Thaddeus E

CFP®, ChFC®, Series 66

Yuba City, CA

International Assets Investment Management, LLC

Thaddeus Eubanks is a financial advisor at International Assets Investment Management, LLC with 15 years of industry experience. He holds the CFP®, ChFC®, and Series 66 designations. Prior to joining International Assets in 2026, he worked at Edward Jones for 15 years. Eubanks serves as a board member of the Sutter Yuba Community Foundation and owns Barrel ZONE LLC, a youth sports training facility in Sacramento. International Assets Investment Management provides advisory services to individuals, high-net-worth clients, retirement plans, corporations, and other business entities through a national network of independent investment adviser representatives. The firm focuses on customized, long-term portfolio construction using various investment vehicles and may utilize third-party money managers and wrap programs as part of its strategy.

Charitable giving & philanthropy Family Business Business ownership considerations General retirement planning Founder/Business Owner
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Devon H

Series 65

Marysville, CA

Earned Wealth Advisors, LLC

Devon Hunter is a financial advisor at Earned Wealth Advisors, LLC with a Series 65 designation and one year of industry experience. His prior roles include positions at Focus Partners Wealth, LLC and Hoyle Cohen LLC, as well as experience outside the financial sector at Paul Durham Electric and James Cook Languages SRO. Earned Wealth Advisors serves individual and institutional clients, focusing on physicians, dentists, and their practice employees, offering comprehensive financial planning, discretionary wealth management, and retirement plan consulting. The firm uses independent investment managers and model portfolios, supported by tools like Monte Carlo analysis and automated tax-loss harvesting, and is noted for its integration with a family of affiliated businesses that provide additional financial and administrative services.

Private / alternative investments Retirement plans for business owners (SEP, solo 401k) Retirement income strategy Tax-loss harvesting Doctor or Medical Professional Dentist Founder/Business Owner
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Christopher H

Series 63, Series 65

Browns Valley, CA

RMR Wealth Builders, Inc.

Christopher Hacker is a financial advisor with RMR Wealth Builders, Inc., holding Series 63 and Series 65 licenses and bringing 32 years of industry experience. Prior to joining RMR Wealth Builders in 2022, he worked at Calton & Associates, Inc. and Titan Retirement Advisors LLC. Outside of his advisory role, he owns Conquer-U, LLC, a business and life coaching firm focused on mentoring individuals on business-life balance. RMR Wealth Builders is a multi-team SEC-registered investment advisory firm managing approximately $2.2 billion in client assets, primarily serving individual and high-net-worth clients. The firm offers portfolio management, financial planning, retirement plan consulting, annuity services, and digital-asset management, organizing client relationships around registered investment adviser representatives who implement model-based strategies with periodic reviews and rebalancing.

Annuities Retirement plans for business owners (SEP, solo 401k) Retirement income strategy Founder/Business Owner Executive Mid-Career Professionals HENRY (High Earners, Not Rich Yet)
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Johnny C

CFP®, Series 66

Yuba City, CA

Golden State Wealth Management, LLC

Johnny Ceballos is a CFP® professional with 19 years of industry experience, currently serving as an advisor at Golden State Wealth Management, LLC since 2016. He holds a Series 66 license and has been affiliated with LPL Financial, LLC during the same period. Outside of his advisory role, Ceballos is an assistant varsity softball coach at Gridley High School. Golden State Wealth Management serves individuals, trusts, pension and profit-sharing plans, and businesses by providing asset management, comprehensive portfolio management, financial planning, and retirement plan consulting. The firm primarily offers discretionary portfolio management and constructs tailored portfolios using various analytic approaches, including fundamental and technical analysis, while also deploying third-party managers and model portfolios.

Equity compensation tax strategy Retirement plans for business owners (SEP, solo 401k) Business ownership considerations Tax strategies for small businesses Founder/Business Owner Self-Employed
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