Tyler Baker
Baker Wealth Group · Lagrange, Georgia
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.
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Specialties
Who they serve
- Founders
- Retirees
- Multi-generational families
Facts
| Firm | Baker Wealth Group |
|---|---|
| Based in | Lagrange, Georgia |
| Fee model (firm's Form ADV) | Percentage of assets · Fixed fees |
| Accepting new clients | Yes |
| Assets under management | $42.9M across 92 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in GA, TX · CRD 6785009 |
| Firm size | 1 employee |
| Disclosures | None reported |
| Website | bakerwealthgroup.com |
| Profile |
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Questions about Tyler
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.
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
- Baker Wealth Group 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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