Updated November 20, 2023
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Bauer Wealth Management, Inc.

Investment Advisor Firm
Total assets under management$104M
Years in business14+

About Bauer Wealth Management, Inc.

Bauer Wealth Management Inc. is a financial advisory company that prides itself on its decades of experience in the financial industry. With a strong emphasis on building relationships and trust, the company aims to provide a secure environment for clients to achieve their financial goals.

One of Bauer Wealth Management's key strengths is its client-focused approach. The company believes in creating a refreshing experience for clients and their families, prioritizing their needs and aspirations. Emphasizing transparency, Bauer Heitzmann operates under a fiduciary standard, ensuring that its financial advisors act solely in the client's best interest when offering personalized financial advice. This commitment to transparency means that clients can have peace of mind, knowing their interests are always paramount.

Bauer Heitzmann places great value on the relationships it builds with its clients, emphasizing loyalty and commitment. The company aims to prioritize client interests above its own, fostering long-term trust-based partnerships.

The mission of Bauer Heitzmann is simple: to invest wisely alongside its clients. Instead of blindly assuming risks or charging hidden fees, the company takes the time to understand each client's unique financial goals and manages risk accordingly. By doing so, Bauer Heitzmann aims to instill confidence in its clients' investment decisions.

In summary, Bauer Wealth Management Inc. is a financial advisory firm combining extensive industry experience with an unwavering commitment to building relationships based on trust and transparency. With a focus on putting client interests first and managing risk effectively, Bauer Heitzmann strives to guide clients toward their financial aspirations while providing an approachable and reliable service.

Pricing options

Monthly Fee
Flat Fee
Hourly Fee
Assets Under Management

Regulatory filings

Areas of specialty

  1. Financial Planning
  2. Retirement Planning
  3. Investment Management

More about Bauer Wealth Management, Inc.

DesignationsMinimum asset threshold
RIAN/A
Firm CRD NumberNumber of advisors
1529773

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Pricing options

Monthly Fee
Flat Fee
Hourly Fee
Assets Under Management

Regulatory filings

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