Wealthshape LLC

Wealthshape LLC (CRD# 226733) is a financial advisory firm headquartered in Windsor, CT. They manage $74,592,254 in 285 accounts and serve the financial needs of clients across 1 states (or territories).

By the Numbers
  • Total Assets Under Management
    75
    MILLION
  • Total Number of Accounts
    285
    ACCOUNTS
  • Average Account Value
    $261,727
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
The map below shows states where this firm has explicit registration only.

CT

Financial Advisors at Wealthshape LLC
Showing 1 - 1 of 1 top financial advisors.
1
Timothy J. Baker
CRD#: 5030137
360 Bloomfield Ave, Suite 301, Windsor, CT 06095

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.

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