# Adam Baucom

> Adam Baucom is a fee-only financial advisor at Baucom Wealth in Victoria, Texas, who holds the CFP credential. Baucom Wealth reports charging a percentage of assets and fixed fees on its Form ADV.

Page: https://find.wellspent.co/advisors/adam-baucom/
Built from SEC adviser records and the firm's website; last checked October 30, 2026.

## Facts

- **Firm:** Baucom Wealth
- **Based in:** Victoria, Texas
- **Fee model (firm's Form ADV):** Percentage of assets; Fixed fees
- **Accepting new clients:** Yes (firm's website)
- **Assets under management (firm):** $5.3M across 55 accounts
- **Credentials:** CFP
- **CRD:** 7324309 (https://adviserinfo.sec.gov/individual/summary/7324309)
- **SEC registration:** Investment adviser representative in TX
- **Firm size:** 3 employees
- **Disclosures:** None reported
- **Website:** https://www.baucomwealthmanagement.com/

## Frequently asked questions

### Is Adam Baucom a fee-only financial advisor?

Yes, according to SEC records as of October 29, 2026: Adam holds no broker registration, and Baucom Wealth reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.

### How does Adam charge for financial advice?

Adam's firm, Baucom Wealth, reports charging a percentage of assets and fixed fees on its SEC Form ADV.

### Where is Adam Baucom based?

Adam Baucom is based in Victoria, Texas.

### What credentials does Adam Baucom hold?

Adam Baucom holds the CFP credential.

### Is Adam Baucom registered with the SEC?

Yes. Adam Baucom is registered as an investment adviser representative in TX (CRD 7324309), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.

### How much does Baucom Wealth manage?

Baucom Wealth reports $5.3M across 55 accounts in assets under management.

### How do I contact Adam Baucom?

Through Adam's website, www.baucomwealthmanagement.com.

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/7324309): the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- SEC Investment Adviser Public Disclosure and Form ADV: registration, exams, and firm facts, data as of October 29, 2026
- The firm's website (https://www.baucomwealthmanagement.com/): specialties, clients served, and fees, checked October 30, 2026

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Source: Wellspent, the public graph of fee-only advisors (https://find.wellspent.co). No paid placement.