Baughman Financial Group

Baughman Wealth Advisors Inc., also known as Baughman Financial Group, is a Registered Investment Adviser founded in 2008 by Kurt Baughman. The firm specializes in providing investment management services primarily to high-net-worth individuals, families, trusts, estates, and foundations, among others. They offer both wrap and non-wrap programs, with the wrap program involving a single fee for both advisory and brokerage services. The firm utilizes Envestnet Asset Management's Private Wealth Management Program for portfolio management services, allowing for higher minimum account sizes. Clients have the option to select from various investment models and strategies offered by third-party managers in the UMA and SMA Programs. Baughman Wealth Advisors acts as a fiduciary, placing the client's interests first. The firm charges advisory fees based on assets under management, with fees ranging from 0.30% to 1.5% depending on the program and account size. Clients have investment discretion in selecting programs and services based on their financial circumstances, goals, and risk tolerance. The firm does not vote proxies on behalf of clients and does not have custody of client assets, which are held at Schwab. Baughman Wealth Advisors does not have any disciplinary information to report and operates with high ethical standards and transparency.