Baker Wealth Group
9yrs
9 years in the industry
About the firm
A registered investment advisory firm based in Lagrange, Georgia. It manages about $42.9 million for roughly 23 individual clients. Services include financial planning, investment management for individuals and small businesses.
How they work
How they’re paid ?A percentage of the assets they manage; Flat or fixed fees
Typical client size ?$1.86 million
Assets under management ?$42.9 million
Individual clients23
Median years of experience9
FoundedNot stated
Services
Financial planningInvestment management for individuals and small businesses
Advisors at Baker Wealth Group
1Advisors
9Median years of experience
1States with offices
–Offices
Also known as
About Baker Wealth Group
How do I contact Baker Wealth Group?
Call the main office at (706) 247-8485. The main office is at 119 Ridley Ave Suite 102, Lagrange, GA 30240.
How is Baker Wealth Group paid?
The firm reports being paid by a percentage of the assets they manage, flat or fixed fees. Ask for your total yearly cost in dollars.
What services does Baker Wealth Group offer?
Financial planning, Investment management for individuals and small businesses.
How many advisors work at Baker Wealth Group?
We list 1 advisor currently registered with the firm.
Official record as of October 3, 2026.
This profile is for information only and is not financial advice or a recommendation.