Avery Ragatzki
Baron Wealth Management · Troy, Michigan
Avery Ragatzki is a fee-only financial advisor at Baron Wealth Management in Troy, Michigan. Baron Wealth Management reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.
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Facts
| Firm | Baron Wealth Management |
|---|---|
| Based in | Troy, Michigan |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Assets under management | $846.8M across 736 accounts |
| SEC registration | Investment adviser representative in MI · CRD 7284415 |
| Exams passed | Series 65 (2020) |
| Firm size | 6 employees |
| Disclosures | None reported |
| Website | www.baron-wealth.com |
How Avery's firm compares
- Baron Wealth Management's average account is about $1.2 million, from its Form ADV (assets managed divided by 736 accounts).
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Questions about Avery
Is Avery Ragatzki a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Avery holds no broker registration, and Baron Wealth Management reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Avery charge for financial advice?
Avery's firm, Baron Wealth Management, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
Where is Avery Ragatzki based?
Avery Ragatzki is based in Troy, Michigan.
Is Avery Ragatzki registered with the SEC?
Yes. Avery Ragatzki is registered as an investment adviser representative in MI (CRD 7284415), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Baron Wealth Management manage?
Baron Wealth Management reports $846.8M across 736 accounts in assets under management.
How do I contact Avery Ragatzki?
Through Avery's website, www.baron-wealth.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- SEC adviser records : 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 : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
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