Meghan Baum
Atwater Malick · Lancaster, Pennsylvania
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.
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Specialties
Who they serve
- Retirees
- Divorced individuals
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 |
| Assets under management | $687.4M across 947 accounts |
| SEC registration | Investment adviser representative in PA · CRD 8278544 |
| Exams passed | Series 65 (2026) |
| Firm size | 6 employees |
| Disclosures | None reported |
| Website | www.atwatermalick.com |
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Questions about Meghan
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.
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
- Atwater Malick 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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