Timothy Baker
Advisor at WealthShape LLC
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.
Firm
WealthShape LLC
Location
Windsor, CT 06095
Credentials
CFP®, Series 63, Series 65
Industry experience
16 years
About
Timothy Baker is a CFP® with 16 years of industry experience and has been the sole advisor at WealthShape LLC since 2015. He holds Series 63 and Series 65 licenses and is based in Windsor, CT. WealthShape LLC is an independent, fee-only firm providing investment management and financial planning to individuals, families, and institutional clients, including ERISA retirement plans. The firm uses long-term academic research and Modern Portfolio Theory to build globally diversified portfolios and offers fiduciary services such as 3(21) and 3(38) consulting for retirement plans.
Expertise
Based on WealthShape LLC
Tax-loss harvesting
Retirement plans for business owners (SEP, solo 401k)
General retirement planning
Wealth management
Passive / index investing
Fee options
Flat fees up to $5,000 for financial planning and retirement plan consulting services
$0 - $1,000,000: 0.85% $1,000,001 - $3,000,000: 0.65% $3,000,001+: 0.55%
$250 per hour for financial planning and consulting services
Account minimum: $10,000 Fee-only: Flat fees up to $5,000 for financial planning; hourly fees $250/hour billed in 15-minute increments
Location
360 Bloomfield Ave, Suite 301
Windsor, CT 06095
Most active in
Timothy B has reported serving >5 clients in these states in the last 12 months.
Connecticut
Work history
WealthShape LLC
2015 - Present (11 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 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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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.
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