# Joseph Baker

> Joseph Baker is a fee-only financial advisor at Ballast Financial Advisors in Georgetown, Delaware, who holds the CFP credential. Ballast Financial Advisors reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.

Page: https://find.wellspent.co/advisors/joseph-baker-5739173/
Built from SEC adviser records; last checked October 30, 2026.

## Facts

- **Firm:** Ballast Financial Advisors
- **Based in:** Georgetown, Delaware
- **Fee model (firm's Form ADV):** Percentage of assets; Hourly; Fixed fees
- **Assets under management (firm):** $342.6M across 1,573 accounts
- **Credentials:** CFP
- **CRD:** 5739173 (https://adviserinfo.sec.gov/individual/summary/5739173)
- **SEC registration:** Investment adviser representative in DE
- **Exams passed:** Series 66 (2010)
- **Firm size:** 5 employees
- **Disclosures:** None reported
- **Website:** https://www.anchorcap.net/

## Frequently asked questions

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

Yes, according to SEC records as of October 29, 2026: Joseph holds no broker registration, and Ballast Financial Advisors 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, Ballast Financial Advisors, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.

### Where is Joseph Baker based?

Joseph Baker is based in Georgetown, Delaware.

### What credentials does Joseph Baker hold?

Joseph Baker holds the CFP credential.

### Is Joseph Baker registered with the SEC?

Yes. Joseph Baker is registered as an investment adviser representative in DE (CRD 5739173), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.

### How much does Ballast Financial Advisors manage?

Ballast Financial Advisors reports $342.6M across 1,573 accounts in assets under management.

### How do I contact Joseph Baker?

Through Joseph's website, www.anchorcap.net.

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/5739173): 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.