Lewis Baker is a CFP-designated registered investment advisor at Farther, based in Silver Spring, MD, with 31 years of industry experience. Lewis operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 8,142 clients with $7.5B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Farther Finance Advisors offers investment management services through a wrap program. The annual fee covers investment advice, trade execution, custody, reporting, and account maintenance. The fee is negotiable up to 2% of the assets they manage, depending on the complexity of the account and the investments used.
Location
Silver Spring, MD
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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
Lewis is the founder of Rock Creek Wealth Planners and Advisors, LLC, a financial planning RIA, and a partner in DCMBA I LLC, owning 50% with his wife. He also serves as VP of Investor Development for The Academy Fund and Green Harvest Capital, and is a director for Yazam Inc. DBA Empower, a contractor for EveryIncome Inc, an advisory board member for Mid-Atlantic Legacy Fund, and runs Retirement Care Plans LLC, an insurance agency.
Employment History
Current Registrations
Farther
Previous Registrations
Arete Wealth Management, LLCBroker
Cetera Advisor Networks LLCBroker
Summit Brokerage Services, INC.Broker
Rock Creek Wealth Planners and Advisors LLC
Coliseum Wealth Management, LLC
Ifs SecuritiesBroker
United Planners' Financial Services of America a Limited Partner
United Planners' Financial Services of America a Limited PartnerBroker
Berthel, Fisher & Company Financial Services, INC.Broker
Berthel Fisher & Company Financial Services, INC.
Piedmont Investment Advisors, LLC
Purshe Kaplan Sterling InvestmentsBroker
Baker Schilling, INC.
Linsco/private Ledger CORP.
Linsco/private Ledger CORP.Broker
Morgan Stanley
Morgan Stanley Dw INC.Broker
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
State Registrations2 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.