BACKER
SEC RegisteredThe simpler, smarter way to 529
About the firm
Backer is an SEC-registered investment adviser that helps families open and manage 529 college savings plans. The platform allows parents to set up a top-tier 529 plan in minutes, automate contributions, and invite family and friends to contribute toward a child's education fund.
Areas of expertise
Services
Opening and managing 529 college savings plans, recommending the right 529 plan from over 100 options, paperless setup, automated contributions, real-time projected savings, a mobile app, and a custom gifting link to allow family and friends to contribute.
Who they serve
Parents and families saving for a child's education, as well as family members and friends who want to contribute to a child's college fund.
| Client segment | Clients | Assets managed |
|---|---|---|
| Individuals (Non-HNW) | 14,482 | $63M |
| High Net Worth Individuals | 0 | $0 |
| Investment Companies | 0 | — |
| Pooled Investment Vehicles | 0 | $0 |
| Pension/Profit Sharing Plans | 0 | $0 |
| Charitable Organizations | 0 | $0 |
| State/Municipal Entities | 0 | — |
| Insurance Companies | 0 | — |
| Sovereign Wealth Funds | 0 | — |
| Corporations | 0 | $0 |
0 total clients reported on Form ADV.
Leadership
Office locations
Advisors at this firm
1 advisor in the directory
Regulatory & compliance
Data as of March 31, 2026 · Source: SEC IAPD & FINRA BrokerCheck
Contact Information
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This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. BACKER has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on the SEC or FINRA websites before making any decision.