Baker Asset Management, LLC fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed January 20, 2026. Fees can change, so confirm with the firm before you hire them.

Hourly rate

$100/hr

“Financial Planning and General Consulting Services BAM is compensated for initial financial planning and general consulting services based on the firm’s negotiable hourly rate of $100.00.”

Flat or project fee

$2,500

“(1) Flat Retainer Fee (minimum $2,500) agreed upon by plan sponsor and BAM.”

Annual fee

$2,500/yr

“BAM’s annual retainer fee, subject to negotiation, is a minimum of $2,500 and these fees are payable quarterly in arrears.”

Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)

How Baker Asset Management, LLC bills

Payment and refund terms, quoted from the fee section of the brochure.

• “If the client chooses to engage BAM for financial planning or consulting services, the fee shall be due upon completion of the contracted services.”
• “The fee will be prorated in the event that the agreement is executed on any day other than the first day of a calendar quarter.”
• “However, BAM’s fees are negotiable and arrangements with clients may differ from those stated above.”

How Baker Asset Management, LLC’s fees compare

• Its hourly rate of $100 is below the South Carolina median of $250. 3% of the 69 other South Carolina planners that publish an hourly rate charge less.
• None of the 5 other planners in Mount Pleasant that publish an hourly rate charge less.
• Its flat or project fee of $2,500 is below the South Carolina median of $3,000. 37% of the 65 other South Carolina planners that publish a flat or project fee charge less.
• None of the 5 other planners in Mount Pleasant that publish a flat or project fee charge less.
• Its annual fee of $2,500 is below the South Carolina median of $5,000. 32% of the 22 other South Carolina planners that publish an annual fee charge less.
• None of the 2 other planners in Mount Pleasant that publish an annual fee charge less.

About Baker Asset Management, LLC

• Solo practice: one person runs the firm, so you work directly with the planner.
• Registered as an adviser: 2017 (9 years).

Firm details from Form ADV

How the firm is paid

Hourly fees, fixed or flat fees, percentage of assets under management

Charges a % of assets

Yes

Highest asset based fee in brochure

1% a year

Clients

51

Employees

1

Works with

Individuals, high net worth individuals, and pension and profit sharing plans

Services reported to regulators

Financial planning, portfolio management for individuals and small businesses, and pension consulting

Assets managed

$44,847,700

Registered with

State securities regulators

Disciplinary disclosures

None reported

SEC CRD number

289524

Website

bakerassetmanagement.com (opens in new tab)

Phone

(843) 259-8792

Can advise clients in 3 states: California, North Carolina, South Carolina

Other planners in Mount Pleasant that publish fees

• Apollon Wealth Management, LLCMount Pleasant$5,000
• Black Dog Financial Planning LLCMount Pleasant$250/hr, $149⁠-⁠$449/mo
• Flip Flops and Pearls Financial PlanningMount Pleasant$500/hr, $2,000⁠-⁠$10,000
• Flowrate Financial, LLCMount Pleasant$250/hr, $4,000
• J. Benjamin Financial, LLCMount Pleasant$5,000⁠-⁠$30,000
• Kingsley FinancialMount Pleasant$500/hr, $3,600⁠-⁠$20,000/yr

Compare all 16 planners in Mount Pleasant