Kathryn McDonald
Baker Ellis Asset Management · Ridgefield, Washington
Kathryn McDonald is a fee-only financial advisor at Baker Ellis Asset Management in Ridgefield, Washington, who holds the CFP credential. Baker Ellis Asset Management reports charging a percentage of assets on its Form ADV.
Request an introduction to Kathryn →
Facts
| Firm | Baker Ellis Asset Management |
|---|---|
| Based in | Ridgefield, Washington |
| Fee model (firm's Form ADV) | Percentage of assets |
| Assets under management | $1.05B across 343 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in WA · CRD 6931512 |
| Exams passed | Series 66 (2021) |
| Firm size | 5 employees |
| Disclosures | None reported |
| Website | www.bakerellis.com |
How Kathryn's firm compares
- Baker Ellis Asset Management's average account is about $3.1 million, from its Form ADV (assets managed divided by 343 accounts).
Request an introduction to Kathryn
Tell Kathryn a little about what you're looking for. Kathryn 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 Kathryn
Is Kathryn McDonald a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Kathryn holds no broker registration, and Baker Ellis Asset Management reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Kathryn charge for financial advice?
Kathryn's firm, Baker Ellis Asset Management, reports charging a percentage of assets on its SEC Form ADV.
Where is Kathryn McDonald based?
Kathryn McDonald is based in Ridgefield, Washington.
What credentials does Kathryn McDonald hold?
Kathryn McDonald holds the CFP credential.
Is Kathryn McDonald registered with the SEC?
Yes. Kathryn McDonald is registered as an investment adviser representative in WA (CRD 6931512), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Baker Ellis Asset Management manage?
Baker Ellis Asset Management reports $1.05B across 343 accounts in assets under management.
How do I contact Kathryn McDonald?
Through Kathryn's website, www.bakerellis.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.
See something wrong? Request a correction. Read our methodology.