Baker & Associates Registered Investment Advisors, LLC

Overview

Baker & Associates Registered Investment Advisors, LLC is a small, owner-managed independent RIA organized as an LLC that serves individual and family clients. The firm provides traditional advisory services — financial planning and portfolio management for individuals and small businesses — plus client education through newsletters and seminars. It also operates as an insurance broker and sells other financial products, indicating distribution of insurance and non-advisory products alongside advisory work. Fee arrangements are flexible: the firm lists percentage-of-AUM billing as well as hourly, subscription, fixed-fee and other billing options. The firm does not identify as an active ESG investor and is not described as a multi-state or newly formed adviser.

Assets & Accounts

Public Holdings

Investments & Alternatives