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 Education Planning, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 4 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% |
| $2M+ | 0.70% |
Minimum annual fee of $5,000 for comprehensive financial planning with investment management and $1,000 per year for investment management only. Some legacy clients may pay a lower fee.
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.
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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.
Cambridge Investment Research, INC.Broker
State Registrations2 states
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