Advisor at Baker Wealth Group LLC
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Firm
Baker Wealth Group LLC
Location
Lagrange, GA 30240
Credentials
CFP®
Industry experience
8 years
Tyler Baker is a CFP® professional with eight years of industry experience. He is the founder and sole advisor at Baker Wealth Group LLC, an independent firm based in Lagrange, GA. Prior to establishing his own firm in 2022, he worked at Mariner Wealth Advisors and Willis Johnson & Associates. Baker Wealth Group LLC provides discretionary investment management and financial planning services to individual and high-net-worth clients. The firm focuses on tailored portfolios using asset allocation, technical analysis, and trading strategies, and offers select clients access to third-party tax return preparation.
$1,500 to $5,000 per project for financial planning services
Under $2,000,000 - $2,000,000: 1.25% $2,000,001 - $5,000,000: 1.10% $5,000,001 - $10,000,000: 1.00% $10,000,001+: 0.90%
Account minimum: $500,000
119 Ridley Ave, Suite 102
Lagrange, GA 30240
Georgia · Texas
Baker Wealth Group, LLC
2022 - Present (4 years)
Mariner Wealth Advisors
2019 - 2022 (3 years)
Willis Johnson & Associates
2017 - 2019 (2 years)
SG Financial Advisors, LLC
2017 - 2017 (1 year)
SG Financial Advisors, LLC
2014 - 2017 (3 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
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.
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 66
Lagrange, GA
The Fiduciary Alliance
CFP®, Series 66
Lagrange, GA
The Fiduciary Alliance
CFP®, Series 63, Series 65, Series 66
La Grange, GA
Kestra Private Wealth Services, LLC
Series 63
La Grange, GA
Ameriprise
Series 66
Lagrange, GA
Raymond James Financial
Series 63, Series 65
West Point, GA
Primerica Advisors
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