Baer Wealth Management

Baer Wealth Management (CRD# 150555) is a financial advisory firm headquartered in Marietta, GA. They manage $75,000,000 in 275 accounts and serve the financial needs of clients across 2 states (or territories).

By the Numbers
  • Total Assets Under Management
    75
    MILLION
  • Total Number of Accounts
    275
    ACCOUNTS
  • Average Account Value
    $272,727
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Commissions
  • Performance-based 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.

FL, GA

Financial Advisors at Baer Wealth Management
Showing 1 - 4 of 4 top financial advisors.
1
Kenneth J. Baer
CRD#: 4808528
101 Village Parkway, Building 1, Suite 200, Marietta, GA 30067
93
Wealthminder
score

Kenneth Baer (CRD# 4808528) is an Investment Advisor Representative working at Baer Wealth Management in Marietta, GA and has over 12 years of experience in the finance industry.

2
Mark W. Beal
CRD#: 6474855
101 Village Parkway, Building 1, Suite 200, Marietta, GA 30067
88
Wealthminder
score

Mark Beal (CRD# 6474855) is an Investment Advisor Representative working at Baer Wealth Management in Marietta, GA and has 1 year of experience in the finance industry.

3
Kevin S. Wilensky
CRD#: 6606518
101 Village Parkway, Building 1, Suite 200, Marietta, GA 30067
87
Wealthminder
score

Kevin Wilensky (CRD# 6606518) is an Investment Advisor Representative working at Baer Wealth Management in Marietta, GA and has 1 year of experience in the finance industry.

4
William E. Baer
CRD#: 1028358
101 Village Parkway, Building 1, Suite 200, Marietta, GA 30067
66
Wealthminder
score

William Baer (CRD# 1028358) is an Investment Advisor Representative working at Baer Wealth Management in Marietta, GA and has over 34 years of experience in the finance industry.

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