A complete list of active advisors currently associated with Baker & Associates Registered Investment Advisors, LLC

Warmer can help you find a great advisor at Baker & Associates Registered Investment Advisors, LLC or one who fits your needs even better.

Baker & Associates Registered Investment Advisors, LLC provides portfolio management and investment advisory services to a small number of individual clients, overseeing approximately $140,000 in client assets. The firm’s brochure also discloses involvement in private placements and lists two firm websites used for client communications and information. The firm reports that a substantial portion of its advisory work is provided on a non‑discretionary basis, with clients retaining final decision authority, and it uses percentage‑of‑AUM fees while also reporting subscription‑style fees and sales of other financial products. In addition to advisory services, the firm discloses activity as an insurance broker/agent and involvement in other product distribution, and it conducts educational seminars or workshops as part of its client outreach. What is distinctive is the mix of advisory and ancillary business lines—private placements, insurance brokerage, other financial product sales, and reported use of subscription fees—combined with a very small client base (seven clients) and modest assets under management. These combined activities and the primarily non‑discretionary service model are less common among independent advisers and suggest the firm blends traditional portfolio management with product distribution and educational offerings.

To learn more about the advisors currently working at Baker & Associates Registered Investment Advisors, LLC, 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.