Julia Wachler
Baron Wealth Management · Troy, Michigan
Julia Wachler is a fee-only financial advisor at Baron Wealth Management in Troy, Michigan. Baron Wealth Management reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.
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Facts
| Firm | Baron Wealth Management |
|---|---|
| Based in | Troy, Michigan |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Assets under management | $846.8M across 736 accounts |
| SEC registration | Investment adviser representative in MI · CRD 7695812 |
| Exams passed | Series 65 (2023) |
| Firm size | 6 employees |
| Disclosures | None reported |
| Website | www.baron-wealth.com |
How Julia's firm compares
- Baron Wealth Management's average account is about $1.2 million, from its Form ADV (assets managed divided by 736 accounts).
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Questions about Julia
Is Julia Wachler a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Julia holds no broker registration, and Baron Wealth Management reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Julia charge for financial advice?
Julia's firm, Baron Wealth Management, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
Where is Julia Wachler based?
Julia Wachler is based in Troy, Michigan.
Is Julia Wachler registered with the SEC?
Yes. Julia Wachler is registered as an investment adviser representative in MI (CRD 7695812), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Baron Wealth Management manage?
Baron Wealth Management reports $846.8M across 736 accounts in assets under management.
How do I contact Julia Wachler?
Through Julia's website, www.baron-wealth.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
- 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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