Thomas Baird
Thomas Baird is a CFP-designated registered investment advisor at Osaic Wealth, INC., based in Houston, TX, with 40 years of industry experience. Thomas operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Education Planning, Estate Planning, Investment Management, and 1 more. Their firm serves 574,829 clients with $200B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Osaic Wealth offers investment management through several platforms, including Advisor Managed Portfolios, Unified Managed Accounts, and Signator Managed Account Platform. Fees are negotiable and based on a percentage of the assets in your account. The fees cover advisory services, custodial services, and in some cases, transaction costs. Mutual funds and ETFs within these accounts have their own internal fees. Some programs have wrap accounts where all costs are bundled into one fee.
Location
1800 Bering Dr, Ste 395, Houston, TX, 77057
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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 →Other Business ActivitiesSells Insurance
Thomas owns Baird Financial Services, an insurance business focused on fixed annuities, life, long-term care, and disability insurance, dedicating minimal time to it. He also owns Veritas Wealth Management LLC, a financial planning practice where he spends nearly full-time.
Employment History
Current Registrations
Osaic Wealth, INC.Broker
Osaic Wealth, INC.
Previous Registrations
Sagepoint Financial, INC.Broker
Sagepoint Financial, INC.
Next Financial Group, INC.
Next Financial Group, INC.Broker
1717 Capital Management Company
Royal Alliance Associates, INC.Broker
1717 Capital Management CompanyBroker
Integrated Resources Equity CorporationBroker
Lowry Financial Services CorporationBroker
State Registrations12 states
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.