Nicholas Baker
Advisor at Timonier
Updated today
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
About
Nicholas Baker is a financial advisor at Timonier with 12 years of industry experience. He holds a Series 65 designation and has worked at Timonier Family Office Ltd. and Wilkinson and Associates since 2013. Outside of advising, he is a licensed real estate broker facilitating buyer contracts in Charlotte, NC. Timonier provides discretionary and non-discretionary wealth management to individuals, families, trusts, estates, endowments, charitable organizations, and business entities. The firm emphasizes a multi-generational, family-office approach with comprehensive financial, estate, and tax planning, focusing on long-term, structured portfolios that prioritize asset allocation, tax efficiency, and low turnover.
Expertise
Based on Timonier
Wealth management
Retirement plans for business owners (SEP, solo 401k)
College savings (529s, UTMA, etc.)
Real estate investing
Fee options
Flat fee negotiated for Retirement Plan Consulting Services; e.g., $4,000 annually for accounts under $1,000,000.
$0 - $500,000: 1.00% $500,001 - $1,000,000: 0.90% $1,000,001 - $2,500,000: 0.75% $2,500,001 - $5,000,000: 0.65% $5,000,001 - $10,000,000: 0.50% $10,000,001+: 0.30%
Account minimum: $1,000,000 (may be waived depending on circumstances); $2,000,000 minimum for endowment, trust, and retirement plan consulting services Fee-only: Fee-only advisor; does not receive commissions; fees fully transparent and disclosed.
Location
121 Reynolda Village, Suite B
Winston Salem, NC 27106
Most active in
Nicholas B has reported serving >5 clients in these states in the last 12 months.
North Carolina · Texas
Work history
Timonier Family Office Ltd.
2013 - Present (13 years)
Wilkinson and Associates
2013 - Present (13 years)
Disclosures
Disclosures include customer complaints, regulatory actions, employment terminations, bankruptcies, and certain legal protections.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is active or affiliated with:
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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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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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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Darda Financial
Perry C
Series 66
Winston Salem, NC
Grand Street Capital Management, L.L.C.
Brett N
Series 65
Winston Salem, NC
Kensington Financial Group, Inc.
Tyler S
CFP®, Series 66
Winston Salem, NC
Dixon and Company Wealth Management, LLC
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