The J R Baker Group
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Total assets under management
$33,617,047
Total clients
39
18% high-net worth
Total advisors
1
of 1 employees
Firm size
Independent
1 advisor
Average clients per advisor
39
Average account size
$861,976
About
The J R Baker Group provides investment management, financial planning, and estate planning services to individuals (including high‑net‑worth clients), trusts, estates, foundations and corporations, and also works with charitable organizations and pension and profit‑sharing plans. Its advisory services include Wealth Optimization and Legacy Planning, portfolio consulting, and arranging third‑party managed investment programs for clients.
The firm acts as a fiduciary and allocates client assets across cash, individual stocks, bonds, ETFs, options, mutual funds and other public and private securities, using fundamental, technical and cyclical analysis within an asset‑allocation framework. It frequently implements strategies through vetted third‑party managers and mutual‑fund/ETF combinations, serving as a co‑manager and liaison while conducting ongoing manager due diligence and periodic account reviews.
Noteworthy distinctions include licensed insurance activity — the firm’s advisory personnel are licensed to sell insurance and may receive commissions when acting in that separate capacity, a potential conflict the firm discloses and limits to a small portion of time. Compared with many peers, the firm’s client mix explicitly includes charitable organizations and retirement plan clients, operates at a modest scale (around $33.6 million AUM across roughly 39 client relationships), and provides practitioner‑authored educational materials on financial independence to clients at no charge.
Client services
Financial planning
Portfolio management
Selection of other advisers
Fee options
Financial planning fees negotiated between $100 and $100,000; payable one-half upon signing and balance upon presentation.
Account minimum: $20,000
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.
Is not active or affiliated with:
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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.
Forms ADV
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