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
Jerry Bagby	Dexter, MO	42
Matt Myers	Dexter, MO	2

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.

Find your advisor

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. Advisors are independent and may not have reviewed or updated this information. Please review an advisor’s Form ADV and do your own diligence before deciding whether to work with them.

Advisor matching and introductions are provided by FinanceHQ LLC (“FHQ”), a wholly-owned subsidiary of Warmer and an SEC-registered investment advisor. We receive compensation from certain participating advisors for introductions or referrals. This creates a conflict of interest because we have an incentive to recommend advisors who compensate us, including those who pay us more. You pay no fee to use our matching service, and advisor fees are not increased because of a referral or introduction. We do not review the ongoing performance of advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.

By using our service, you agree to our Terms of Service and Advisory Agreement, and acknowledge our Privacy Policy. Please review FHQ’s ADV Part 2A and Form CRS. Logos provided by Logo.dev

Find the right match for you

Answer a few quick questions and we'll tailor results to your goals, so you can hire smarter.

Find your advisor

A smarter way to hire an advisor Warmer combines best-in-class advisor data with guidance to help you clarify what you need, understand why an advisor may — or may not — fit, and move forward with confidence. Show more

Compare and choose confidently

Warmer combines best-in-class advisor data with guidance to help you clarify what you need, understand why an advisor may — or may not — fit, and move forward with confidence.

How Warmer works

Thoughtfully vetted, clearly explained Get to know your advisors' credentials, history, specialization, client fit, and communication style. We're selective about who we recommend — and tell you why we think someone fits your situation. Show more

We review transparently

Get to know your advisors' credentials, history, specialization, client fit, and communication style. We're selective about who we recommend — and tell you why we think someone fits your situation.

Our methodology

Always free and always on your side We help you book free consultations with your matches. You only pay an advisor if you decide to hire them. And our support doesn't end with an introduction — we're here to make sure the relationship works for you. Show more

Free. Confidence that lasts

We help you book free consultations with your matches. You only pay an advisor if you decide to hire them. And our support doesn't end with an introduction — we're here to make sure the relationship works for you.

Our ongoing support