Candice Wisdom
RW Baker Wealth Management Group · Cheyenne, Wyoming
Candice Wisdom is a fee-only financial advisor at RW Baker Wealth Management Group in Cheyenne, Wyoming. RW Baker Wealth Management Group reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.
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Facts
| Firm | RW Baker Wealth Management Group |
|---|---|
| Based in | Cheyenne, Wyoming |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Assets under management | $134.9M across 374 accounts |
| SEC registration | Investment adviser representative in WY · CRD 7664389 |
| Exams passed | Series 65 (2023) |
| Firm size | 2 employees |
| Disclosures | None reported |
| Website | rwbakerwealth.com |
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Questions about Candice
Is Candice Wisdom a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Candice holds no broker registration, and RW Baker Wealth Management Group reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Candice charge for financial advice?
Candice's firm, RW Baker Wealth Management Group, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
Where is Candice Wisdom based?
Candice Wisdom is based in Cheyenne, Wyoming.
Is Candice Wisdom registered with the SEC?
Yes. Candice Wisdom is registered as an investment adviser representative in WY (CRD 7664389), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does RW Baker Wealth Management Group manage?
RW Baker Wealth Management Group reports $134.9M across 374 accounts in assets under management.
How do I contact Candice Wisdom?
Through Candice's website, rwbakerwealth.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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