Gary Kay is a registered investment advisor at Baseline Wealth Advisors, based in Boca Raton, FL, with 4 years of industry experience. Gary operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, High Net Worth, Retirement Planning, and 1 more.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Fee Structure
Baseline Wealth Advisors offers investment management services only for a fixed annual fee starting at $10,000. The fee may be adjusted based on the complexity of services, the investment strategy, the size of the account, and the overall client relationship. Fees are not negotiable.
Location
6501 Congress Avenue, Suite 100, Boca Raton, FL, 33487
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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 →Employment History
Current Registrations
Baseline Wealth Advisors
Previous Registrations
Spearhead Capital Advisors, LLC
Crossroad Capital Management, LLC
Masters Research Partners LLC
State Registrations1 state
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