Advisor at Baker Wealth Advisors, LLC.
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.
Firm
Baker Wealth Advisors, LLC.
Location
Johns Island, SC
Credentials
Series 65, Series 66
Industry experience
4 years
Shannon Baker is the principal of Baker Wealth Advisors, LLC, an independent advisory firm based in Johns Island, SC. She holds Series 65 and Series 66 licenses and has four years of experience in investment advisory services. In addition to her advisory role, she has been involved in insurance sales and service for over two decades through her businesses, Insurance Gurus, LLC, and Shannon Baker & Associates, LLC. Baker Wealth Advisors provides discretionary portfolio management, financial planning, and annuity management services to individuals, high-net-worth clients, and business entities. The firm uses SEI-managed account programs and custom custody-only allocations, tailoring investment strategies to client goals and risk tolerance, and integrates an affiliated insurance business as part of its service offerings.
Based on Baker Wealth Advisors, LLC.
Based on Baker Wealth Advisors, LLC.
$0 - $1,000,000: 1.50% annually $1,000,001 - $2,000,000: 1.25% annually $2,000,001 - $3,000,000: 1.00% annually $3,000,001 - $4,000,000: 0.90% annually $4,000,001 - $5,000,000: 0.80% annually Over $5,000,000+: 0.75% annually
$150 per hour for financial planning
Fee-only: Hourly financial planning fee of $150 per hour
Johns Island, SC
South Carolina
Baker Wealth Advisors, LLC
2021 - Present (5 years)
Insurance Gurus, LLC
2020 - Present (6 years)
Goosehead Insurance
2020 - 2022 (2 years)
Shannon Baker & Associates, LLC
2004 - Present (22 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Is not active or affiliated with:
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.
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.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Series 63, Series 65
Charleston, SC
Kaizen Wealth Management, LLC
Series 65
Daniel Island, SC
Reconstructing Wealth
CFP®, Series 63, Series 65
Mount Pleasant, SC
Baker Asset Management, LLC
CFP®, Series 63, Series 65
Mt. Pleasant, SC
Oak Capital Advisors, LLC
CFP®, ChFC®, Series 63, Series 66
Charleston, SC
Calidris Financial, LLC
CFA®, Series 63
Johns Island, SC
LCV Advisors LLC
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