Timothy Baker
Metric Financial · Simbury, Connecticut
Timothy Baker is a fee-only financial advisor at Metric Financial in Simbury, Connecticut, who holds the CFA credential. Timothy charges a percentage of assets and a one-time planning fee (one-time plans from $4,000 and 0.75% a year on the first tier of assets managed).
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Facts
| Firm | Metric Financial |
|---|---|
| Based in | Simbury, Connecticut |
| Fee model | Percentage of assets · One-time planning fee |
| Fees (firm's website) | One-time plans from $4,000 · 0.75% a year on the first tier of assets managed |
| Assets under management | $97.2M across 489 accounts |
| Credentials | CFA |
| SEC registration | Investment adviser representative in CT · CRD 2827344 |
| Exams passed | Series 63 (1997) · Series 65 (1997) |
| Firm size | 3 employees |
| Disclosures | Reported; see the SEC record |
| Website | metricfin.com |
| Profile |
How Timothy's firm compares
- A one-time plan starts at $4,000, above the US median of $2,000 for fee-only firms that publish prices.
- Metric Financial's average account is about $199,000, from its Form ADV (assets managed divided by 489 accounts).
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Questions about Timothy
Is Timothy Baker a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Timothy holds no broker registration, and Metric Financial reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Timothy charge for financial advice?
Timothy charges a percentage of assets and a one-time planning fee.
How much does Timothy charge?
According to Metric Financial's website, checked October 30, 2026: one-time plans from $4,000; 0.75% a year on the first tier of assets managed.
Where is Timothy Baker based?
Timothy Baker is based in Simbury, Connecticut.
What credentials does Timothy Baker hold?
Timothy Baker holds the CFA credential.
Is Timothy Baker registered with the SEC?
Yes. Timothy Baker is registered as an investment adviser representative in CT (CRD 2827344), per SEC Investment Adviser Public Disclosure data as of October 29, 2026. The record lists disclosures; see the SEC record for details.
How much does Metric Financial manage?
Metric Financial reports $97.2M across 489 accounts in assets under management.
How do I contact Timothy Baker?
Through Timothy's website, metricfin.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
- Metric Financial 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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