# Tyler Baker

> Tyler Baker is a fee-only financial advisor at Baker Wealth Group in Lagrange, Georgia, who holds the CFP credential. Tyler focuses on estate & legacy planning, family wealth transfer and retirement planning. Baker Wealth Group reports charging a percentage of assets and fixed fees on its Form ADV.

Page: https://find.wellspent.co/advisors/tyler-baker/
Built from SEC adviser records and the firm's website; last checked October 30, 2026.

## Facts

- **Firm:** Baker Wealth Group
- **Based in:** Lagrange, Georgia
- **Fee model (firm's Form ADV):** Percentage of assets; Fixed fees
- **Accepting new clients:** Yes (firm's website)
- **Assets under management (firm):** $42.9M across 92 accounts
- **Credentials:** CFP
- **Specialties:** Estate & legacy planning, Family wealth transfer, Retirement planning
- **Works with:** Founders, Retirees, Multi-generational families
- **CRD:** 6785009 (https://adviserinfo.sec.gov/individual/summary/6785009)
- **SEC registration:** Investment adviser representative in GA, TX
- **Firm size:** 1 employee
- **Disclosures:** None reported
- **Website:** https://bakerwealthgroup.com/

## Frequently asked questions

### Is Tyler Baker a fee-only financial advisor?

Yes, according to SEC records as of October 29, 2026: Tyler holds no broker registration, and Baker Wealth Group reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.

### How does Tyler charge for financial advice?

Tyler's firm, Baker Wealth Group, reports charging a percentage of assets and fixed fees on its SEC Form ADV.

### Where is Tyler Baker based?

Tyler Baker is based in Lagrange, Georgia.

### What does Tyler specialize in?

Tyler's specialties include estate & legacy planning, family wealth transfer and retirement planning. Tyler works with founders, retirees and multi-generational families.

### What credentials does Tyler Baker hold?

Tyler Baker holds the CFP credential.

### Is Tyler Baker registered with the SEC?

Yes. Tyler Baker is registered as an investment adviser representative in GA and TX (CRD 6785009), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.

### How much does Baker Wealth Group manage?

Baker Wealth Group reports $42.9M across 92 accounts in assets under management.

### How do I contact Tyler Baker?

Through Tyler's website, bakerwealthgroup.com.

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/6785009): 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
- SEC Investment Adviser Public Disclosure and Form ADV: registration, exams, and firm facts, data as of October 29, 2026
- The firm's website (https://bakerwealthgroup.com/): specialties, clients served, and fees, checked October 30, 2026

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Source: Wellspent, the public graph of fee-only advisors (https://find.wellspent.co). No paid placement.