# William Baker

> William Baker is a fee-only financial advisor at W.M. Baker Investments in Dublin, Ohio. W.M. Baker Investments reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.

Page: https://find.wellspent.co/advisors/william-baker/
Built from SEC adviser records; last checked October 30, 2026.

## Facts

- **Firm:** W.M. Baker Investments
- **Based in:** Dublin, Ohio
- **Fee model (firm's Form ADV):** Percentage of assets; Hourly; Fixed fees
- **Assets under management (firm):** $5M across 42 accounts
- **CRD:** 5320850 (https://adviserinfo.sec.gov/individual/summary/5320850)
- **SEC registration:** Investment adviser representative in OH, TX
- **Exams passed:** Series 65 (2012)
- **Firm size:** 1 employee
- **Disclosures:** Reported; see the SEC record

## Frequently asked questions

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

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

### How does William charge for financial advice?

William's firm, W.M. Baker Investments, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.

### Where is William Baker based?

William Baker is based in Dublin, Ohio.

### Is William Baker registered with the SEC?

Yes. William Baker is registered as an investment adviser representative in OH and TX (CRD 5320850), 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 W.M. Baker Investments manage?

W.M. Baker Investments reports $5M across 42 accounts in assets under management.

### How do I contact William Baker?

Contact details aren't on file yet. Search for W.M. Baker Investments.

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/5320850): 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

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