Advisor at Baucom Wealth Management LLC
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Firm
Baucom Wealth Management LLC
Location
Victoria, TX 77901
Credentials
CFP®
Industry experience
3 years
Adam Baucom is a CFP® professional with three years of industry experience. He is the principal of Baucom Wealth Management LLC and also serves as president of Baucom & Associates, PLLC, a tax and accounting firm. His work history includes roles at Avantax Advisory Services, KMH Wealth Management, Keller & Associates CPAs, and other firms. Baucom Wealth Management LLC provides discretionary investment management and comprehensive wealth management services to individuals, high-net-worth clients, trusts, and estates. The firm applies Modern Portfolio Theory and fundamental analysis to build primarily long-term, diversified portfolios with an emphasis on low-cost mutual funds, and it maintains an affiliation with an accounting practice under common ownership.
Based on Baucom Wealth Management LLC
$0 - $1,000,000: 1.00% annually $1,000,001 - $2,500,000: 0.75% annually $2,500,001 - $5,000,000: 0.50% annually $5,000,001+: 0.25% annually
Account minimum: $250,000 Fee-only: Wealth management fees plus standalone financial planning fees up to $750 per quarter (ongoing engagements)
101 W Goodwin Ave, Suite 560
Victoria, TX 77901
Texas
Baucom Wealth Management LLC
2024 - Present (2 years)
Avantax Advisory Services
2023 - 2024 (1 year)
Baucom & Associates, PLLC
2022 - Present (4 years)
KMH Wealth Management, LLC
2021 - 2022 (1 year)
Keller & Associates CPAs, PLLC
2019 - 2022 (3 years)
Harrison, Waldrop & Uherek, LLP
2017 - 2019 (2 years)
Energy Reserves Group, LLC
2016 - 2017 (1 year)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is active or affiliated with:
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Is not active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Series 65
Victoria, TX
Yendrey Wealth Management LLC
Series 65, Series 66
Victoria, TX
Yendrey Wealth Management LLC
CFP®, Series 63, Series 66
Victoria, TX
Keller Wealth Advisors
CFP®
Victoria, TX
Keller Wealth Advisors
CFP®, PFS™, Series 63
Victoria, TX
Keller Wealth Advisors
CFP®, CFA®, Series 65
Victoria, TX
Keller Wealth Advisors
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