William Baker
W.M. Baker Investments · Dublin, Ohio
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.
Request an introduction to William →
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 | $5M across 42 accounts |
| SEC registration | Investment adviser representative in OH, TX · CRD 5320850 |
| Exams passed | Series 65 (2012) |
| Firm size | 1 employee |
| Disclosures | Reported; see the SEC record |
How William's firm compares
- W.M. Baker Investments's average account is about $119,000, from its Form ADV (assets managed divided by 42 accounts).
Request an introduction to William
Tell William a little about what you're looking for. William isn't on Wellspent yet, so we'll let them know you're looking for help and pass your message on when they join. No cost, no obligation.
Questions about William
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.
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
- 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.
See something wrong? Request a correction. Read our methodology.