RW Baker Wealth Management Group LLC fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed February 23, 2026. Fees can change, so confirm with the firm before you hire them.

Hourly rate

$300/hr

“Upon termination, fees will be prorated to the date of termination and any unearned portion of the fee will be refunded to you based on an hourly rate of $300.00.”

Flat or project fee

$1,000⁠-⁠$10,000

“Fixed fees for financial plans range from $1,000 to $10,000.”

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

How RW Baker Wealth Management Group LLC bills

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

• “The fees for investment management are based on an annual percentage of assets under management and are applied to the household asset value on a pro-rata basis and billed quarterly in advance.”
• “Under our hourly arrangement, financial planning fees are billed at an hourly rate up to $300.00 per hour depending on the complexity of the client’s financial situation.”
• “Upon delivery of the plan and billing invoice, the hourly fees will be deducted from any initial payment you paid, and any hourly fee balance remaining will be billed.”

How RW Baker Wealth Management Group LLC’s fees compare

• Its hourly rate of $300 is above the Wyoming median of $250. 67% of the 12 other Wyoming planners that publish an hourly rate charge less.
• Its flat or project fee of $1,000-$10,000 spans the Wyoming median of $7,125. 20% of the 5 other Wyoming planners that publish a flat or project fee charge less.

About RW Baker Wealth Management Group LLC

• Principal: Rosalyn W. Baker
• Firm size: 2 employees.
• Registered as an adviser: 2021 (5 years).

Planning areas mentioned in the brochure

• Estate planning
• Cash flow and budgeting
• Charitable giving

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

1.25% a year

Clients

196

Employees

2

Works with

Individuals and high net worth individuals

Services reported to regulators

Financial planning, portfolio management for individuals and small businesses, and other services

Assets managed

$134,862,869

Registered with

U.S. Securities and Exchange Commission

Disciplinary disclosures

None reported

SEC CRD number

297087

Website

rwbakerwealth.com (opens in new tab)

Phone

(307) 514-4445

Can advise clients in 9 states: Arizona, California, Colorado, Illinois, Nebraska, Texas, Virginia, Washington, Wyoming

Other planners in Cheyenne that publish fees

• Net Income LLCCheyenne$250/hr
• Copperline Wealth Management & PlanningCody$50⁠-⁠$300/hr
• Dreyfuss Capital Management LLCJackson$125⁠-⁠$300/hr, $1,000⁠-⁠$15,000
• Elevate Wealth ManagementSheridan$500/hr, $2,500⁠-⁠$10,000
• Elevated Asset Management LLCJackson$1,000⁠-⁠$3,000
• Gervais Capital Management, LLCWilson$500/hr

Compare all 29 planners in Wyoming