# Joseph Baer

> Joseph Baer is a fee-only financial advisor at Successful Portfolios in Clearwater, Florida. Joseph focuses on retirement planning. Successful Portfolios reports charging a percentage of assets, hourly fees and performance-based fees on its Form ADV.

Page: https://find.wellspent.co/advisors/joseph-baer/
Built from SEC adviser records and the firm's website; last checked October 30, 2026.

## Facts

- **Firm:** Successful Portfolios
- **Based in:** Clearwater, Florida
- **Fee model (firm's Form ADV):** Percentage of assets; Hourly; Performance-based fees
- **Accepting new clients:** Yes (firm's website)
- **Assets under management (firm):** $281.5M across 584 accounts
- **Specialties:** Retirement planning
- **CRD:** 5866418 (https://adviserinfo.sec.gov/individual/summary/5866418)
- **SEC registration:** Investment adviser representative in FL
- **Exams passed:** Series 65 (2011)
- **Firm size:** 3 employees
- **Disclosures:** None reported
- **Website:** https://successfulportfolios.com/

## Frequently asked questions

### Is Joseph Baer a fee-only financial advisor?

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

### How does Joseph charge for financial advice?

Joseph's firm, Successful Portfolios, reports charging a percentage of assets, hourly fees and performance-based fees on its SEC Form ADV.

### Where is Joseph Baer based?

Joseph Baer is based in Clearwater, Florida.

### What does Joseph specialize in?

Joseph's specialties include retirement planning.

### Is Joseph Baer registered with the SEC?

Yes. Joseph Baer is registered as an investment adviser representative in FL (CRD 5866418), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.

### How much does Successful Portfolios manage?

Successful Portfolios reports $281.5M across 584 accounts in assets under management.

### How do I contact Joseph Baer?

Through Joseph's website, successfulportfolios.com.

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/5866418): 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
- The firm's website (https://successfulportfolios.com/): specialties, clients served, and fees, checked October 30, 2026

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