Joseph Baer
Successful Portfolios · Clearwater, Florida
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.
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Specialties
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 |
| Assets under management | $281.5M across 584 accounts |
| SEC registration | Investment adviser representative in FL · CRD 5866418 |
| Exams passed | Series 65 (2011) |
| Firm size | 3 employees |
| Disclosures | None reported |
| Website | successfulportfolios.com |
How Joseph's firm compares
- Successful Portfolios's average account is about $482,000, from its Form ADV (assets managed divided by 584 accounts).
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Questions about Joseph
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.
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
- Successful Portfolios 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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