W
Wentworth-Baer Wealth Management
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$0
Clients
0
Advisors
1
of 1 employees
Firm type
Independent
1 advisor with up to 2 employees
Fewer clients per advisor generally means more personalized, proactive service. Higher ratios may reflect streamlined models or lower minimums.
Clients per advisor
0
Very LowAverage account size
—
About
The firm is a fee‑only registered investment adviser that provides ongoing investment management and limited‑scope, one‑time financial planning to individuals, including high‑net‑worth clients. Its services cover portfolio construction and supervision, written financial plans, and advice on stocks, bonds, mutual funds, ETFs, and municipal and government securities.
Investment approach centers on asset allocation using a mix of passive and active funds, with fundamental and mutual‑fund/ETF analysis and attention to factors such as tax efficiency, liquidity, and strategic beta. The firm operates on a non‑discretionary basis — seeking client approval prior to trade execution — and executes trades on individual accounts rather than aggregating block trades.
Distinctive aspects include that the firm reported no assets under management at the time of its ADV filing and operates as a sole proprietor while the principal also maintains a concurrent outside role as a law‑office administrator. The principal holds CFP® and an Accredited Behavioral Finance Professional credential, the firm recommends an institutional Schwab custody platform (and discloses receipt of related support services), and it does not charge performance‑based fees or participate in wrap fee programs.
Client services
Financial planning
Portfolio management
Expertise
Business sale tax planning
Cash flow / budgeting
College savings (529s, UTMA, etc.)
General estate planning guidance
Fee options
Fixed fee for Financial Planning ranging from $500 to $2,500, negotiable.
$0 - $500,000: 1.00% $500,001 - $999,999: 0.90% $1,000,000+: 0.80%
Fee-only: Fee-only firm, compensated solely by client fees, no commissions or sales-related compensation.
Main office location
Wentworth-Baer Wealth Management
San Pedro CA, United States
Number of offices
2
Most active in
Wentworth-Baer Wealth Management has reported serving >5 clients in these states in the last 12 months.
California
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is not active or affiliated with:
-
Insurance agent
They sell insurance products and may earn commissions on those sales.
-
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
-
Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
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