Samuel Baynes
Baynes Investment Counsel · Fort Worth, Texas
Samuel Baynes is a fee-only financial advisor at Baynes Investment Counsel in Fort Worth, Texas. Samuel focuses on estate & legacy planning, family wealth transfer and founders (pre-exit). Baynes Investment Counsel reports charging a percentage of assets, hourly fees, fixed fees and performance-based fees on its Form ADV.
Request an introduction to Samuel →
Specialties
Who they serve
- Founders
- Multi-generational families
- Pre-retirees
- Retirees
- Executives
- High earners
Facts
| Firm | Baynes Investment Counsel |
|---|---|
| Based in | Fort Worth, Texas |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees · Performance-based fees |
| Assets under management | $61.2M across 389 accounts |
| SEC registration | Investment adviser representative in OH, TN, TX · CRD 5392084 |
| Exams passed | Series 66 (2012) |
| Firm size | 4 employees |
| Disclosures | None reported |
| Website | www.baynesinvestmentcounsel.com |
| Profile |
Request an introduction to Samuel
Tell Samuel a little about what you're looking for. Samuel 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 Samuel
Is Samuel Baynes a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Samuel holds no broker registration, and Baynes Investment Counsel reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Samuel charge for financial advice?
Samuel's firm, Baynes Investment Counsel, reports charging a percentage of assets, hourly fees, fixed fees and performance-based fees on its SEC Form ADV.
Where is Samuel Baynes based?
Samuel Baynes is based in Fort Worth, Texas.
What does Samuel specialize in?
Samuel's specialties include estate & legacy planning, family wealth transfer, founders (pre-exit), retirement planning and real estate investors. Samuel works with founders, multi-generational families, pre-retirees, retirees and executives.
Is Samuel Baynes registered with the SEC?
Yes. Samuel Baynes is registered as an investment adviser representative in OH, TN and TX (CRD 5392084), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Baynes Investment Counsel manage?
Baynes Investment Counsel reports $61.2M across 389 accounts in assets under management.
How do I contact Samuel Baynes?
Through Samuel's website, www.baynesinvestmentcounsel.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
- Baynes Investment Counsel 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.
See something wrong? Request a correction. Read our methodology.