Timothy Baker, financial advisor Manchester CT

Timothy Baker

CRD Number: 5030137
Current Firm: Wealthshape LLC
Compensation Model: Fee Only

Timothy Baker, CFP® is the founder and CEO of WealthShape, an independent wealth management firm dedicated to fiduciary advice and evidence based investment management.


Timothy has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination,pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which putclients' interests first and comply with the Financial Planning Practice Standards.

CONTACT
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Professional Designations
Company Name Location Dates Years
WEALTHSHAPE LLC Windsor, CT Sep 2015 - Current 4
Asset Strategies, Inc. Avon, CT Dec 2013 - Sep 2015 1
3d Asset Management, Inc. East Hartford, CT Oct 2012 - Dec 2013 1
Symmetry Partners, LLC Glastonbury, CT Jun 2007 - Oct 2012 5
The Prudential Insurance Company Of America Middlebury, CT Sep 2005 - Sep 2007 2
Pruco Securities LLC Middlebury, CT Sep 2005 - Aug 2007 1
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Oct 2005
S65 NASAA Investment Advisors Law Examination Mar 2009
Contact Info for Timothy J. Baker
Phone Number: 860-837-0303
Advisor Website: http://www.wealthshape.com/
Registered State(s):
  • CT
By the Numbers
  • Total Assets Under Management
    30
    MILLIONS
  • Total Number of Accounts
    156
    ACCOUNTS
  • Average Account Value
    $194,347
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

CT

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Data verified by both the advisor and the public regulatory data.
Clean Record
This advisor has a clean track record with regulators.

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