RW Baker Wealth Management Group LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Total assets under management
$134,862,869
Total clients
196
36% high-net worth
Total advisors
2
of 2 employees
Firm size
Supported
1-3 advisors or $200M+ in AUM
Average clients per advisor
98
Average account size
$688,076
About
RW Baker Wealth Management Group provides investment management, financial planning, and limited-scope consulting to individuals, high-net-worth clients, and trusts and estates. The firm manages roughly $135 million across about 196 client relationships with a small advisory team and also advises on assets held outside clients’ primary custodians, such as annuities and employer-sponsored retirement plans.
The firm’s investment approach emphasizes broadly diversified, tax-conscious portfolios constructed with equities, ETFs, mutual funds and fixed income and documented in a tailored investment policy statement. Account supervision is non-discretionary: recommendations, including rebalancing, are presented to clients and implemented only after client authorization, with periodic reviews to monitor allocation and performance.
What is noteworthy about the firm compared with peers is that all reported assets are managed on a non-discretionary basis, a practice that is unusual for supported firms and that requires more active client involvement in trading decisions. RW Baker also delivers written financial plans and consulting on topics such as small business, real estate, and estate matters, coordinates with clients’ other advisors, and discloses and documents factors considered when advising on retirement-plan rollovers.
Client services
Expertise
Fee options
Fixed financial planning fees range from $1,000 to $10,000
Up to $300 per hour for financial planning and consulting services
Account minimum: $50,000 Fee-only: Fixed fees for financial plans range from $1,000 to $10,000; hourly rate up to $300 per hour
Main office location
RW Baker Wealth Management Group LLC
100 W. 17 Th Street
Cheyenne WY 82001, United States
Number of offices
1
Most active in
Arizona · California · Colorado · Illinois · Nebraska · Texas · Virginia · Washington · Wyoming
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
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.
Not sure where to start?
We'll help you think it through – whether you ultimately need an advisor or not.
Warmer provides personalized recommendations and introductions to independent fiduciary advisors. We do not supervise advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
Each advisor listed on our site is an independent fiduciary responsible for their own advice. Warmer may receive fees from advisors for participation or referrals; these fees are paid by advisors and do not affect the fees clients pay for advisory services.
For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Please review an advisor's Form ADV and do your own diligence before entering into an advisory relationship.
By using our service, you agree to Warmer's Terms of Service and Advisory Agreement and Privacy Policy. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. ("Warmer")