# Meghan Baum

> Meghan Baum is a fee-only financial advisor at Atwater Malick in Lancaster, Pennsylvania. Meghan focuses on retirement planning. Atwater Malick reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.

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

## Facts

- **Firm:** Atwater Malick
- **Based in:** Lancaster, Pennsylvania
- **Fee model (firm's Form ADV):** Percentage of assets; Hourly; Fixed fees
- **Fees (firm's website):** a $1,000,000 asset minimum
- **Accepting new clients:** Yes (firm's website)
- **Assets under management (firm):** $687.4M across 947 accounts
- **Specialties:** Retirement planning
- **Works with:** Retirees, Divorced individuals
- **CRD:** 8278544 (https://adviserinfo.sec.gov/individual/summary/8278544)
- **SEC registration:** Investment adviser representative in PA
- **Exams passed:** Series 65 (2026)
- **Firm size:** 6 employees
- **Disclosures:** None reported
- **Website:** https://www.atwatermalick.com

## Frequently asked questions

### Is Meghan Baum a fee-only financial advisor?

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

### How does Meghan charge for financial advice?

Meghan's firm, Atwater Malick, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.

### How much does Meghan charge?

According to Atwater Malick's website, checked October 30, 2026: a $1,000,000 asset minimum.

### Where is Meghan Baum based?

Meghan Baum is based in Lancaster, Pennsylvania.

### What does Meghan specialize in?

Meghan's specialties include retirement planning. Meghan works with retirees and divorced individuals.

### Is Meghan Baum registered with the SEC?

Yes. Meghan Baum is registered as an investment adviser representative in PA (CRD 8278544), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.

### How much does Atwater Malick manage?

Atwater Malick reports $687.4M across 947 accounts in assets under management.

### How do I contact Meghan Baum?

Through Meghan's website, www.atwatermalick.com.

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/8278544): 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.atwatermalick.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.