Baseline Wealth Advisors
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$0
Clients
0
Advisors
1
of 1 employees
Firm type
Investment Manager
May not manage individual clients
Clients per advisor
0
Average account size
—
About
Baseline Wealth Advisors is an investment advisory firm that intends to offer comprehensive financial planning and wealth management to individuals, trusts, estates, charitable organizations, and business entities. The firm provides tailored financial planning and portfolio implementation, and will manage accounts on either a discretionary or non-discretionary basis.
The firm’s investment approach combines fundamental business analysis with a strategic, value-oriented asset allocation and a primary emphasis on ETFs, while also considering mutual funds, equities, and fixed‑income securities; it generally favors long-term holdings but may use tactical adjustments to manage risk. Baseline Wealth Advisors conducts holistic planning that may include non-investment recommendations (tax, estate, cash flow) and reviews client accounts on an ongoing basis, with at least annual formal reviews.
Noteworthy distinctions include that the firm is newly formed and currently reports no client assets, and its sole investment professional also serves as the firm’s president and compliance officer while maintaining outside roles managing private fund entities and an affiliated insurance agency. The firm discloses it does not intend to recommend its private funds or specific insurance products to advisory clients, and it uses a fixed-fee advisory model rather than a percentage-of-assets fee, which is atypical among peers in this category.
Client services
Selection of other advisers
Investment consulting services
Expertise
General tax planning
Cash flow / budgeting
Wealth management
Active portfolio management
Retirement income strategy
Fee options
Account minimum: $1,000,000 (may accept lower at discretion) Minimum fee: Fixed annual advisory fee starting at $12,500, payable quarterly in arrears; $3,500 for financial planning only; $10,000 for investment management only Fee-only: Fixed fees for comprehensive financial planning and wealth management services, starting at $12,500 annually
Main office location
Baseline Wealth Advisors
Boca Raton FL, United States
Number of offices
1
Most active in
Baseline Wealth Advisors has reported serving >5 clients in these states in the last 12 months.
Florida
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
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:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Is not active or affiliated with:
-
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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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.
Forms ADV
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