# Larry Baugh

> Larry Baugh is a fee-only financial advisor at Baugh & Associates in Atlanta, Georgia, who holds the CFA credential. Larry focuses on retirement planning. Baugh & Associates reports charging a percentage of assets on its Form ADV.

Page: https://find.wellspent.co/advisors/larry-baugh/
Built from SEC adviser records and the firm's website; last checked October 30, 2026.

## Facts

- **Firm:** Baugh & Associates
- **Based in:** Atlanta, Georgia
- **Fee model (firm's Form ADV):** Percentage of assets
- **Assets under management (firm):** $294.2M across 437 accounts
- **Credentials:** CFA
- **Specialties:** Retirement planning
- **CRD:** 4340364 (https://adviserinfo.sec.gov/individual/summary/4340364)
- **SEC registration:** Investment adviser representative in GA
- **Firm size:** 4 employees
- **Disclosures:** None reported
- **Website:** http://baughandassociates.com

## Frequently asked questions

### Is Larry Baugh a fee-only financial advisor?

Yes, according to SEC records as of October 29, 2026: Larry holds no broker registration, and Baugh & Associates reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.

### How does Larry charge for financial advice?

Larry's firm, Baugh & Associates, reports charging a percentage of assets on its SEC Form ADV.

### Where is Larry Baugh based?

Larry Baugh is based in Atlanta, Georgia.

### What does Larry specialize in?

Larry's specialties include retirement planning.

### What credentials does Larry Baugh hold?

Larry Baugh holds the CFA credential.

### Is Larry Baugh registered with the SEC?

Yes. Larry Baugh is registered as an investment adviser representative in GA (CRD 4340364), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.

### How much does Baugh & Associates manage?

Baugh & Associates reports $294.2M across 437 accounts in assets under management.

### How do I contact Larry Baugh?

Through Larry's website, baughandassociates.com.

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/4340364): 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
- The firm's website (https://www.baughandassociates.com/): specialties, clients served, and fees, checked October 30, 2026

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Source: Wellspent, the public graph of fee-only advisors (https://find.wellspent.co). No paid placement.