# Jerry Bagby

> Jerry Bagby is a fee-only financial advisor at Bagby Wealth Management in Dexter, Missouri. Bagby Wealth Management reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.

Page: https://find.wellspent.co/advisors/jerry-bagby/
Built from SEC adviser records; last checked October 30, 2026.

## Facts

- **Firm:** Bagby Wealth Management
- **Based in:** Dexter, Missouri
- **Fee model (firm's Form ADV):** Percentage of assets; Hourly; Fixed fees
- **Assets under management (firm):** $46.7M across 259 accounts
- **CRD:** 1135088 (https://adviserinfo.sec.gov/individual/summary/1135088)
- **SEC registration:** Investment adviser representative in MO
- **Exams passed:** Series 63 (1983), Series 65 (2025)
- **Firm size:** 4 employees
- **Disclosures:** Reported; see the SEC record
- **Website:** http://www.bagbywealth.com

## Frequently asked questions

### Is Jerry Bagby a fee-only financial advisor?

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

### How does Jerry charge for financial advice?

Jerry's firm, Bagby Wealth Management, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.

### Where is Jerry Bagby based?

Jerry Bagby is based in Dexter, Missouri.

### Is Jerry Bagby registered with the SEC?

Yes. Jerry Bagby is registered as an investment adviser representative in MO (CRD 1135088), per SEC Investment Adviser Public Disclosure data as of October 29, 2026. The record lists disclosures; see the SEC record for details.

### How much does Bagby Wealth Management manage?

Bagby Wealth Management reports $46.7M across 259 accounts in assets under management.

### How do I contact Jerry Bagby?

Through Jerry's website, www.bagbywealth.com.

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/1135088): 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

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