Wealthshape LLC

Wealthshape LLC (CRD# 226733) is a financial advisory firm headquartered in Windsor, CT. They manage $30,318,069 in 156 accounts and serve the financial needs of clients across 1 states (or territories).

By the Numbers
  • Total Assets Under Management
    30
    MILLION
  • 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

Financial Advisors at Wealthshape LLC
Showing 1 - 1 of 1 top financial advisors.
1
Timothy J. Baker
CRD#: 5030137
Manchester, CT 06040

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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