Wismar Financial
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Wismar Financial provides ongoing portfolio management and individualized financial planning to individuals, families, trusts, estates, and small businesses. The firm manages client accounts on an asset-based fee basis and currently oversees a modest asset base across a small number of client relationships.
The firm constructs portfolios tailored to each client’s objectives, time horizon, and risk tolerance, using both charting (technical) and fundamental analysis and offering discretionary trading unless a client requests otherwise. Strategies include long-term investing and short-term trading and may incorporate margin, short selling, options, and selective cryptocurrency exposure when appropriate for a client’s overall plan.
A principal of the firm is also licensed to sell life and health insurance through an unaffiliated agency and receives commission-based compensation for those sales, a relationship the firm discloses and notes clients are not required to use. The brochure also discloses that close family members provide advisory and insurance services through a separate advisory firm, which Wismar reports is not affiliated—family ties and the combination of advisory and insurance activities are more notable for a firm of this size.
Client services
Expertise
Fee options
$1,000 billed in advance for first two sections of financial planning; additional $1,000 billed in advance for final two sections, waived if client implements recommendations through Wismar Financial.
$0 - $1,000,000: 1.00% annually $1,000,000+: 0.50% annually
Main office
See officeEscondido CA
Advisors at this office
1
Most active in
California · Idaho
Also doing business as
Baker And Baker Financial LLC · Wismar Financial
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Is not active or affiliated with:
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
Advisors at this firm
Aaron B
ChFC®
Escondido, CA
Wismar Financial
Aaron Baker is a ChFC® affiliated with Wismar Financial in Escondido, CA. He has been with Wismar Financial since 2023 and has prior experience at World Financial Group and Scenthound. Outside of financial advising, he has a long-term role with Rubios Restaurants. Wismar Financial provides investment management and personalized financial planning primarily for individuals, families, trusts, and small businesses. The firm uses a combination of technical charting and fundamental analysis, employing both long-term investing and short-term trading strategies tailored to each client’s specific financial situation.
Robert B
ChFC®, Series 63, Series 66
Nampa, ID
Wismar Financial
Robert Baker is a ChFC® with 28 years of industry experience, currently serving as an advisor at Wismar Financial since 2016. Prior to joining Wismar Financial, he spent 12 years at Thrivent Investment Management. Wismar Financial provides ongoing portfolio management and individualized financial planning to individuals, families, trusts, estates, and small businesses. The firm tailors portfolios to client objectives, employing both technical and fundamental analysis, and offers discretionary trading along with a variety of investment strategies including long-term investing and short-term trading.
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