GERALD BAKER FINANCIAL GROUP, L.L.C.DBA BAKER FINANCIAL SERVICES
SEC RegisteredNavigating Today's Financial Environment
About the firm
Baker Financial Services is a full service financial planning firm located in Arlington, Texas. For over 30 years, the firm has offered comprehensive financial guidance, providing financial planning and investment management for individuals, families, trusts and retirement plans. The firm takes a team approach and customizes advice based on each client's specific goals.
Firm Focus
Client segments reported on the firm's SEC Form ADV — applies to all advisors at the firm.
Areas of expertise
Services
Financial planning, asset management (using an asset allocation approach with ETFs and mutual funds across fixed income, core, tactical, sector, and global allocations), estate planning, social security planning, insurance and risk planning (life, health, disability, and long-term care), and retirement income planning.
Who they serve
Individuals, families, trusts, and retirement plans, including those preparing for retirement, beginning an investment program, or needing a financial blueprint, regardless of whether they are saving their first dollar or are currently retired.
| Client segment | Clients | Assets managed |
|---|---|---|
| Individuals (Non-HNW) | 389 | $125M |
| High Net Worth Individuals | 86 | $738M |
| Investment Companies | 0 | — |
| Pooled Investment Vehicles | 0 | $0 |
| Pension/Profit Sharing Plans | 0 | $0 |
| Charitable Organizations | 7 | $46M |
| 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
5 advisors in the directory
Regulatory & compliance
| Asset tier | Annual rate |
|---|---|
| $0 to $249,999 | — |
| $250,000 to $999,999 | 1.00% |
| $1,000,000 to $2,499,999 | 0.88% |
| $2,500,000 to $4,999,999 | 0.75% |
| $5,000,000 to $9,999,999 | 0.50% |
| $10,000,000 and over | 0.38% |
Data as of February 19, 2026 · Source: SEC IAPD & FINRA BrokerCheck
Contact Information
This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. GERALD BAKER FINANCIAL GROUP, L.L.C.DBA BAKER FINANCIAL SERVICES 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.
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