Wealthshape LLC
Wealthshape LLC (CRD# 226733) is a financial advisory firm headquartered in Windsor, CT. They manage $74,592,254 in 285 accounts and serve the financial needs of clients across 1 states (or territories).
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Total Assets Under Management75MILLION
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Total Number of Accounts285ACCOUNTS
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Average Account Value$261,727
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
CT
Timothy Baker, CFP® is the founder and CEO of WealthShape, an independent wealth management firm dedicated to fiduciary advice and evidence based investment management.
Timothy has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination,pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which putclients' interests first and comply with the Financial Planning Practice Standards.