Larry Baugh
Baugh & Associates · Atlanta, Georgia
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.
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Specialties
Facts
| Firm | Baugh & Associates |
|---|---|
| Based in | Atlanta, Georgia |
| Fee model (firm's Form ADV) | Percentage of assets |
| Assets under management | $294.2M across 437 accounts |
| Credentials | CFA |
| SEC registration | Investment adviser representative in GA · CRD 4340364 |
| Firm size | 4 employees |
| Disclosures | None reported |
| Website | baughandassociates.com |
How Larry's firm compares
- Baugh & Associates's average account is about $673,000, from its Form ADV (assets managed divided by 437 accounts).
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Questions about Larry
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.
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
- Baugh & Associates website : specialties, clients served, and fees, checked October 30, 2026
- 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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