Joseph Baker
Ballast Financial Advisors · Georgetown, Delaware
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.
Request an introduction to Joseph →
Facts
| Firm | Ballast Financial Advisors |
|---|---|
| Based in | Georgetown, Delaware |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Assets under management | $342.6M across 1,573 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in DE · CRD 5739173 |
| Exams passed | Series 66 (2010) |
| Firm size | 5 employees |
| Disclosures | None reported |
| Website | www.anchorcap.net |
| Profile |
How Joseph's firm compares
- Ballast Financial Advisors's average account is about $218,000, from its Form ADV (assets managed divided by 1,573 accounts).
Request an introduction to Joseph
Tell Joseph a little about what you're looking for. Joseph 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 Joseph
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.
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
- 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.