Timothy Baker is a CFP-designated registered investment advisor at Yfp Wealth, based in New Albany, OH, with 12 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, Education Planning, Estate Planning, Financial Planning & Coaching, and 6 more. Their firm serves 232 clients with $53M 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 $500K | 1.00% |
| $500K - $1.0M | 0.90% |
| $1.0M - $2.0M | 0.80% |
| $2.0M - $4.0M | 0.70% |
| $4.0M - $8.0M | 0.60% |
| $8M+ | 0.50% |
Fees are paid in advance in quarterly installments. Minimum annual fee is $5,000 for comprehensive planning with investment management and $1,000 for investment management only. A one-time initial fee of $1,500 to $3,500 also applies.
Fee Estimator
Contact
Timothy Baker
Location
118 E Main St., New Albany, OH, 43054
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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 Activities
Timothy is a principal of Your Financial Pharmacist, LLC, which provides financial education to pharmacists and pharmacy students. This activity, including speaking engagements, webinars, blogs, podcasts, and book sales, takes about 10-20% of his time.
Employment History
Current Registrations
Yfp Wealth
Previous Registrations
Cambridge Investment Research Advisors, INC.
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.
Exams
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