Tim Baker
YFP Wealth · New Albany, Maryland
Tim Baker is a fee-only financial advisor at YFP Wealth in New Albany, Maryland, who holds the CFP, RICP and RLP credentials. Tim focuses on retirement planning, tax planning and estate & legacy planning. YFP Wealth reports charging a percentage of assets and fixed fees on its Form ADV.
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Specialties
Facts
| Firm | YFP Wealth |
|---|---|
| Based in | New Albany, Maryland |
| Fee model (firm's Form ADV) | Percentage of assets · Fixed fees |
| Fees (firm's website) | Typically works with clients with $250,000 or more |
| Accepting new clients | Yes |
| Assets under management | $53.2M across 715 accounts |
| Credentials | CFP · RICP · RLP |
| SEC registration | Investment adviser representative in OH, TX · CRD 6130547 |
| Exams passed | Series 63 (2013) · Series 65 (2014) |
| Firm size | 7 employees |
| Disclosures | None reported |
| Website | yfpwealth.com |
| Profile |
How Tim's firm compares
- YFP Wealth's average account is about $74,000, from its Form ADV (assets managed divided by 715 accounts).
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Questions about Tim
Is Tim Baker a fee-only financial advisor?
Yes. Tim Baker is listed in the XY Planning Network directory (XYPN members are fee-only). SEC records as of October 27, 2026 show no broker registration and no commission compensation reported by Tim's firm.
How does Tim charge for financial advice?
Tim's firm, YFP Wealth, reports charging a percentage of assets and fixed fees on its SEC Form ADV.
How much does Tim charge?
According to YFP Wealth's website, checked October 28, 2026: typically works with clients with $250,000 or more.
Where is Tim Baker based?
Tim Baker is based in New Albany, Maryland.
What does Tim specialize in?
Tim's specialties include retirement planning, tax planning and estate & legacy planning.
What credentials does Tim Baker hold?
Tim Baker holds the CFP, RICP and RLP credentials.
Is Tim Baker registered with the SEC?
Yes. Tim Baker is registered as an investment adviser representative in OH and TX (CRD 6130547), per SEC Investment Adviser Public Disclosure data as of October 27, 2026.
How much does YFP Wealth manage?
YFP Wealth reports $53.2M across 715 accounts in assets under management.
How do I contact Tim Baker?
Through Tim's website, yfpwealth.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Other fee-only advisors in Maryland
Other advisors in Maryland who focus on retirement planning
Where this information comes from
- XY Planning Network directory listing : XYPN members are fee-only
- YFP Wealth website : specialties, clients served, and fees, checked October 28, 2026
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 27, 2026
- Directory listing last checked April 21, 2026.
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