Timothy Baker is a CFP-designated registered investment advisor at Wealthshape LLC, based in Windsor, CT, with 16 years of industry experience. Timothy operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Corporate Executives, Education Planning, Federal Employees, and 7 more. Their firm serves 136 clients with $110M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 0.85% |
| $1.0M - $3.0M | 0.65% |
| $3M+ | 0.55% |
Fees are negotiable in certain circumstances.
Fee Estimator
Contact
Timothy Baker
Location
360 Bloomfield Ave, Suite 301, Windsor, CT, 06095
Get directionsHistory
Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Employment History
Current Registrations
Wealthshape LLC
Previous Registrations
Asset Strategies, INC.
3d Asset Management, INC.
Symmetry Partners
State Registrations1 state
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.
Exams
Additional Information
Ongoing Financial Planning for Individuals and FamiliesInnovation and professional guidance make it possible for WealthShape to become the most fully integrated delivery system for advice and investment management. Financial planning shouldn’t be static. It should be vibrant and ongoing. We provide access to all your investments, goals and progress in one easy to understand secure location. This allows you to keep track of your entire financial picture while staying on the same page as your CERTIFIED FINANCIAL PLANNER™ professional.