A complete list of active advisors currently associated with Bagby Wealth Management
Warmer can help you find a great advisor at Bagby Wealth Management or one who fits your needs even better.
Bagby Wealth Management provides investment management, financial planning, and retirement-plan advisory services to individuals, high-net-worth families, fiduciaries, corporate and institutional clients. The firm offers multiple program options — including Tactical Investment Management (TIM), Strategic Investment Management (SIM), Basic and Comprehensive advisory programs, Customized and Institutional portfolios, and Wealth Management/financial planning services — and also advises on college savings (MOST), variable annuities, and Safe Harbor ERISA plans. The firm combines a buy-and-hold, ETF-based strategic approach with a market-driven tactical program that uses proprietary trend and technical analysis; TIM is described in the brochure as largely objective and discretionary, while many other programs are model-based and implemented without discretionary authority. Bagby explains it provides ongoing account reviews, monthly or quarterly statements, and SEI-prepared quarterly performance reports, and notes that clients in the TIM program must also enroll in either the Basic or Comprehensive advisory program. Bagby’s brochure highlights a mix of account types that is atypical for its peer group: as disclosed, about $29.4 million of its roughly $46.7 million in assets is managed on a non-discretionary basis versus $17.34 million discretionary, and the firm states it provides and advertises performance results. The firm’s emphasis on an objective, chart- and trend-based tactical system, its requirement that TIM clients also carry an advisory enrollment, and its range of institutional and plan-related services are distinguishing operational features relative to many supported peers.
To learn more about the advisors currently working at Bagby Wealth Management, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.
Name |
Location |
Years of experience |
|---|---|---|
Dexter, MO
| 42
| |
Dexter, MO
| 1
|
Not sure where to start?
We'll help you think it through — whether you ultimately need an advisor or not.
Warmer helps you compare advisors clearly — so you can choose with confidence.
Warmer provides personalized recommendations and introductions to independent fiduciary advisors. We do not supervise advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
Each advisor listed on our site is an independent fiduciary responsible for their own advice. Warmer may receive fees from advisors for participation or referrals; these fees are paid by advisors and do not affect the fees clients pay for advisory services.
For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Please review an advisor's Form ADV and do your own diligence before entering into an advisory relationship.
By using our service, you agree to Warmer's Terms of Service and Advisory Agreement and Privacy Policy. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. ("Warmer")