Baker Wealth Advisors, LLC. fees and pricing

Financial planner in Johns Island, South Carolina. Registered with state securities regulators.

According to its Form ADV Part 2A brochure dated February 9, 2026, Baker Wealth Advisors, LLC. charges $150 an hour for financial planning.

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed February 9, 2026. Fees can change, so confirm with the firm before you hire them.

Hourly rate: $150/hr; “AND CONSULTING BWA charges an hourly fee of $150 for financial planning.”

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

“Client will be entitled to a pro rata refund for the days service was not provided in the final billing period.”
“Fees for financial plans are due upon delivery of the completed plan.”
“The Client must consent in advance to direct debiting of their investment account.”

Its hourly rate of $150 is below the South Carolina median of $250. 7% of the 69 other South Carolina planners that publish an hourly rate charge less.

Solo practice: one person runs the firm, so you work directly with the planner.
Registered as an adviser: 2021 (5 years).

How the firm is paid: Hourly fees, percentage of assets under management
Charges a % of assets: Yes
Highest asset based fee in brochure: 1.5% a year
Clients: 113
Employees: 1
Works with: Individuals
Services reported to regulators: Financial planning, portfolio management for individuals and small businesses, and selecting other advisers
Assets managed: $4,272,119
Registered with: State securities regulators
Disciplinary disclosures: None reported
SEC CRD number: 311041
Phone: (843) 270-5587

Is something on this page wrong or out of date? Email corrections@plannerfees.com and PlannerFees will check it against the firm's latest filing.