Baker Ellis Asset Management

Baker Ellis Asset Management at a glance

• One of 298 fee-only firms based in Washington in the Wellspent graph.
• 5 advisors are listed here; 2 of 5 hold the CFP.
• Its Form ADV reports 5 employees and 334 individual clients, 138 of them high net worth.
• Its average account is about $3.1 million (assets it manages divided by its 343 accounts).

Fee-only advisors in Washington · What fee-only advisors charge in Washington

Facts

Baker Ellis Asset Management fees

Baker Ellis Asset Management doesn't publish its prices on its website, or we couldn't confirm them word for word. Ask for its Form ADV Part 2A, which must describe its fees.

For comparison, fee-only firms that publish prices charge a median of $4,500 a year for ongoing planning, $2,000 for a one-time plan, $300 an hour, or 1% of assets. See the fee report.

What its SEC filing says

Advisors at this firm (5)

• Barnes Ellis

• Brian Baker

  CFA

• John Groh

  CFP · CFA

• Kathryn McDonald

  CFP

• Patricia Watson