Derek Baugh
Baugh & Associates · Atlanta, Georgia
Derek Baugh is a fee-only financial advisor at Baugh & Associates in Atlanta, Georgia. Derek focuses on retirement planning. Baugh & Associates reports charging a percentage of assets on its Form ADV.
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Specialties
Facts
| Firm | Baugh & Associates |
|---|---|
| Based in | Atlanta, Georgia |
| Fee model (firm's Form ADV) | Percentage of assets |
| Assets under management | $294.2M across 437 accounts |
| SEC registration | Investment adviser representative in GA · CRD 7467360 |
| Exams passed | Series 65 (2021) |
| Firm size | 4 employees |
| Disclosures | None reported |
| Website | baughandassociates.com |
How Derek's firm compares
- Baugh & Associates's average account is about $673,000, from its Form ADV (assets managed divided by 437 accounts).
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Questions about Derek
Is Derek Baugh a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Derek holds no broker registration, and Baugh & Associates reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Derek charge for financial advice?
Derek's firm, Baugh & Associates, reports charging a percentage of assets on its SEC Form ADV.
Where is Derek Baugh based?
Derek Baugh is based in Atlanta, Georgia.
What does Derek specialize in?
Derek's specialties include retirement planning.
Is Derek Baugh registered with the SEC?
Yes. Derek Baugh is registered as an investment adviser representative in GA (CRD 7467360), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Baugh & Associates manage?
Baugh & Associates reports $294.2M across 437 accounts in assets under management.
How do I contact Derek Baugh?
Through Derek's website, baughandassociates.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
- Baugh & Associates website : specialties, clients served, and fees, checked October 30, 2026
- 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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