Aaron Baker is a ChFC-designated registered investment advisor at Wismar Financial, based in Escondido, CA. Aaron operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, Investment Management, Retirement Planning, and 1 more. Their firm serves 17 clients with $3.4M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.00% |
Fee Estimator
Location
Escondido, CA
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Aaron is a partner at Wismar Financial LLC, engaging in investment-related activities and financial planning since 2022. He spends about half his time on marketing, research, and technical analysis, including 80 hours during securities trading.
Employment History
Current Registrations
Wismar Financial
Previous Registrations
Wismar Financial LLC
State Registrations2 states
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