Timothy Baker
WEALTHSHAPE, LLC · West Hartford, Connecticut
Timothy Baker is a fee-only financial advisor at WEALTHSHAPE, LLC in West Hartford, Connecticut, who holds the CFP and MBA credentials. WEALTHSHAPE, LLC reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.
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Facts
| Firm | WEALTHSHAPE, LLC |
|---|---|
| Based in | West Hartford, Connecticut |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Assets under management | $109.4M across 379 accounts |
| Credentials | CFP · MBA |
| SEC registration | Investment adviser representative in CT · CRD 5030137 |
| Exams passed | Series 63 (2005) · Series 65 (2009) |
| Firm size | 1 employee |
| Disclosures | None reported |
| Website | wealthshape.com |
| Profile |
How Timothy's firm compares
- WEALTHSHAPE, LLC's average account is about $289,000, from its Form ADV (assets managed divided by 379 accounts).
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Questions about Timothy
Is Timothy Baker a fee-only financial advisor?
Yes. Timothy Baker is listed in the NAPFA directory (NAPFA admits only fee-only advisors). SEC records as of October 27, 2026 show no broker registration and no commission compensation reported by Timothy's firm.
How does Timothy charge for financial advice?
Timothy's firm, WEALTHSHAPE, LLC, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
Where is Timothy Baker based?
Timothy Baker is based in West Hartford, Connecticut.
What credentials does Timothy Baker hold?
Timothy Baker holds the CFP and MBA credentials.
Is Timothy Baker registered with the SEC?
Yes. Timothy Baker is registered as an investment adviser representative in CT (CRD 5030137), per SEC Investment Adviser Public Disclosure data as of October 27, 2026.
How much does WEALTHSHAPE, LLC manage?
WEALTHSHAPE, LLC reports $109.4M across 379 accounts in assets under management.
How do I contact Timothy Baker?
Through Timothy's website, wealthshape.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- NAPFA directory listing : NAPFA admits only fee-only advisors
- 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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