Bethanie Anne Baker

3 Years of Experience

Areas of Practice

Investment ManagementRetirement PlanningEstate PlanningCharitable GivingEducation PlanningTax PlanningFinancial Planning & CoachingReal Estate InvestingHigh Net Worth

Granite Harbor Advisors, INC.

Compensation

Fee-Only (AUM)Fixed/Hourly

Firm Size

10 advisors

Number of Clients

398 clients

Average Client Portfolio

$1.4M average

Assets Under Management

$561.4M

Fee Structure

Minimum Investment:$250K

Location

10603 West Sam Houston Parkway North, Suite 450, Houston, TX, 77064

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History

Regulatory History

Clean regulatory record

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.

Employment History

Current Registrations

Granite Harbor Advisors, INC.

April 2024 - Present · 1 yr 10 mos

Previous Registrations

Willis Johnson & Associates, INC.

August 2022 - April 2024 · 1 yr 8 mos

State Registrations1 state

Advisor

Exams

No exam information available for this advisor.