Jerry Bagby
Bagby Wealth Management · Dexter, Missouri
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.
Request an introduction to Jerry →
Facts
| Firm | Bagby Wealth Management |
|---|---|
| Based in | Dexter, Missouri |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Assets under management | $46.7M across 259 accounts |
| SEC registration | Investment adviser representative in MO · CRD 1135088 |
| Exams passed | Series 63 (1983) · Series 65 (2025) |
| Firm size | 4 employees |
| Disclosures | Reported; see the SEC record |
| Website | www.bagbywealth.com |
| Profile |
How Jerry's firm compares
- Bagby Wealth Management's average account is about $180,000, from its Form ADV (assets managed divided by 259 accounts).
Request an introduction to Jerry
Tell Jerry a little about what you're looking for. Jerry isn't on Wellspent yet, so we'll let them know you're looking for help and pass your message on when they join. No cost, no obligation.
Questions about Jerry
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.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Other fee-only advisors in Missouri
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.
See something wrong? Request a correction. Read our methodology.