Bauman Advisory
- Company typePrivate
- Founded2010
- HeadquartersLas Vegas, United States
- Headcount1–10
- GTM typeB2C
- OfferingServices
What Bauman Advisory does
Bauman Advisory Group, LLC, doing business as Bauman Wealth Advisors, is a privately held, SEC-registered investment advisory firm headquartered in Las Vegas, Nevada. Founded in 2010, the firm operates with 1-10 employees and serves high-net-worth individuals and families across Clark County communities including Summerlin, Henderson, and Mesquite. Service delivery is restricted to the state of Nevada.
Bauman Advisory firmographics
Firmographics- Name
- Bauman Advisory
- Legal name
- Bauman Advisory Group, LLC
- Website
- https://toddbauman.com
- Company type
- Private
- Founded year
- 2010
- Operating status
- Operating
- Headcount range
- 1–10 employees
- Ownership category
- akta.pro rank
Bauman Advisory industry classification
Industry- Product category
- Wealth Management
- NAICS
- Portfolio Management and Investment Advice (523940)
- SIC
- Investment Advice (6282)
- akta.pro primary industry
- Employer Retirement Plan Advisory (401(k)/Pension) (FSAEABAE)
- akta.pro secondary industries
- Retirement Plan Participant Advice & Managed Accounts (FSAEABAF), Managed Accounts & Unified Managed Accounts (UMAs) — Multi-Asset (FSAAAJAE)
Keywords
Where Bauman Advisory is headquartered
LocationHeadquarters
- HQ city
- Las Vegas
- HQ country
- United States
- HQ region
- North America
Offices1 record
Markets served
Bauman Advisory business model
Business model- GTM type
- B2C
- Offering type
- Services
- Cost components
- Personnel, Operations, Marketing or Sales, Technology or R&D, Others
Revenue model
- Fee-Based Financial Planning & Advisory Services: Bauman Wealth Advisors operates as a fee-based registered investment advisor (SEC registered), generating revenue through advisory fees for financial planning, investment management, retirement planning, income planning, tax planning, estate planning, and related services. The firm is structured as a family office approach, bundling multiple financial services under one coordinated plan. Additional revenue streams are derived from affiliated companies offering insurance products, mortgage services, real estate services, document preparation, Medicare advisory, and tax planning services.
Go-to-market motion1 record
Distribution channels2 records
Marketing channels7 records
Bauman Advisory product offering
Product offeringCore offering
Bauman Advisory Group, LLC (dba Bauman Wealth Advisors) is a fee-based SEC-registered investment advisor that delivers coordinated wealth management services to high-net-worth individuals and families in Nevada. The firm bundles retirement planning, income planning, investment management, tax planning (via Bauman Tax Solutions), estate planning (via Asset Protection of America), real estate coordination (via Realty One Group), mortgage services (via Anchor Mortgage), and healthcare/Medicare planning (via Medicare Made Clear) into a single 'Return on Life' family office plan. Revenue is generated through advisory fees and affiliated service offerings, with clients acquired through consultative sales and serviced via the emaPlan-powered Bauman Wealth Portal and Charles Schwab custodial accounts.
Product overview
Bauman Wealth Advisors operates as a unified financial planning platform offering integrated wealth management services through a 'Return on Life' methodology. The core offering combines Retirement Planning, Income Planning, Investment Management, Tax Planning (via Bauman Tax Solutions), Estate Planning (via Asset Protection of America), Real Estate Services (via Realty One Group), Mortgage Services (via Anchor Mortgage), and Healthcare Planning (via Medicare Made Clear) under one coordinated strategy. Additional service layers include a client portal (Bauman Wealth Portal via eMaplan) and secure document uploads, all delivered through a family office fee-based structure as an SEC registered investment advisor.
Differentiator
Problem solved
Functional benefit
Products and services
- Retirement Planning Builds a retirement plan focused on ensuring the client's money lasts through retirement, addressing long-term financial sustainability. Intended for Nevada-based individuals and families approaching or in retirement.
- Income Planning Creates a personalized income plan built to support the client's financial life both currently and in the future. Targeted at clients needing sustainable income strategies during retirement.
- Investment Management Builds an investment plan with clarity, purpose, and the client's timeline in mind. Provided as a SEC-registered investment advisory service for high-net-worth Nevada households.
- Tax Planning and Preparation Provides a thoughtful tax strategy designed to help reduce taxes over time, delivered through affiliated entity Bauman Tax Solutions, LLC. Available to Bauman Wealth Advisors clients.
- Estate Planning and Preparation Provides in-house estate planning designed to reduce confusion and unnecessary taxes, delivered through affiliated entity APA, LLC dba Asset Protection of America. Available to Bauman Wealth Advisors clients.
- Real Estate Services Coordinates mortgages, home equity, and real estate decisions to support the client's retirement plan, delivered through Realty One Group. Available to Bauman Wealth Advisors clients.
- Mortgage Services Provides mortgage coordination services supporting retirement planning, delivered through Anchor Mortgage. Available to Bauman Wealth Advisors clients.
- Healthcare Planning Provides long-term healthcare planning services, with Medicare offerings through Medicare Made Clear. Available to Bauman Wealth Advisors clients.
- Bauman Wealth Portal Secure online client portal for accessing financial accounts and documents, powered by emaPlan. Available to existing Bauman Wealth Advisors clients.
Companies that use Bauman Advisory
Customer profileSegments1 record
Ideal customer profiles1 record
Bauman Advisory technology and API
TechnologyAPI detail
- Has API
- No
- API docs
- API detail
Core technology
AI maturity
App detail
Bauman Advisory partnerships and signals
Strategic signalPartnerships
Five partnerships are on record, tiered core and supporting.
- Charles SchwabcoreBauman Wealth Advisors provides clients with Charles Schwab login access through its client portal section. Charles Schwab serves as the custodial and brokerage platform for client investment accounts. The integration allows clients to access their investment accounts directly through the Bauman Wealth client experience.
- Anchor MortgagesupportingAnchor Mortgage provides mortgage services to Bauman Wealth Advisors clients. The firm coordinates mortgages and home equity decisions as part of its clients' comprehensive financial plans. Anchor Mortgage is explicitly described as an 'unaffiliated company' providing services to Bauman clients.
- Realty One GroupsupportingRealty One Group provides real estate services to Bauman Wealth Advisors clients as part of the coordinated financial planning approach. The firm coordinates real estate decisions alongside retirement and investment planning. Realty One Group is explicitly described as an 'unaffiliated company.'
- Medicare Made ClearsupportingMedicare Made Clear provides Medicare advisory services to Bauman Wealth Advisors clients. Medicare planning is offered as part of the healthcare planning service within the coordinated financial plan. Medicare Made Clear is explicitly described as an 'unaffiliated company.'
- emaPlancoreemaPlan provides the Bauman Wealth Portal, the client-facing digital portal through which existing clients access their accounts, documents, and financial planning information. The emaPlan-powered portal is a primary touchpoint for ongoing client service delivery.
Scale indicators1 record
Recent moves5 records
Expansion highlights4 records
Bauman Advisory competitors and assessment
Company assessmentBroad incumbents
- Charles Schwab Wealth Advisory: Schwab's own discretionary advisory service provides a low-cost alternative to Bauman's offerings; Schwab is also Bauman's primary custodial partner, creating an ecosystem dependency that could become a competitive threat.
- Carson Group: Large RIA and coaching platform serving financial advisors and their clients with holistic planning, investment management, and business consulting — overlaps with Bauman's advisor-led comprehensive planning approach.
- Edelman Financial Engines: Large wealth management firm combining human advisors with proprietary digital planning tools, serving HNW clients with retirement, investment, and tax planning — competes for the same client profile as Bauman.
- Mercer Advisors: National RIA providing integrated wealth management, tax, estate, and retirement planning to HNW clients — competitive with Bauman's family office approach but at substantially greater scale.
- Creative Planning: One of the largest independent RIAs in the U.S., offering comprehensive financial planning, retirement, tax, and estate services — a scaled version of Bauman's family office model that has aggressively acquired smaller RIAs.
Emerging players
- Wealthfront: Leading automated investment and financial planning platform targeting younger HNW and affluent clients — represents the digital-first competitive threat to Bauman's advisory fee model.
- Facet Wealth: Digital-first financial planning firm offering flat-fee CFP-led advice on retirement, tax, and investment planning — competes with Bauman on accessible comprehensive planning but with lower-cost delivery model.
Direct peers
- Sanctuary Wealth: RIA platform that partners with established HNW advisors to deliver comprehensive wealth management — comparable to Bauman as a coordinated-planning competitor for affluent clients.
- Moneta Group: Mid-sized RIA focused on HNW clients with a coordinated family office model integrating financial planning, investment management, tax, and estate services — closely aligned with Bauman's integrated offering.
- Buckingham Wealth Partners: Independent RIA providing comprehensive financial planning, investment management, and tax planning for HNW households — similar client profile and integrated service model to Bauman.
Market position
Strengths4 records
Weaknesses4 records
Competitive moat4 records
Key risks6 records
Key highlights6 records
Customer concentration
Bauman Advisory social profiles
Digital presenceBauman Advisory financial estimates
Financial estimateRevenue estimate
Valuation estimate
Bauman Advisory leadership team
Management profileNumber of profiles
Profiles1 record
Bauman Advisory subsidiaries and ownership
Company hierarchySubsidiaries3 records
Bauman Advisory funding detail
Funding detailFunding overview
Funding rounds
Investors
Funding detail is available on the Subscription and Enterprise plan.Contact sales →
Bauman Advisory M&A and investment
M&A and investmentM&A
Investments
M&A and investment is available on the Subscription and Enterprise plan.Contact sales →
Frequently asked questions about Bauman Advisory
What does Bauman Advisory do?
Bauman Advisory Group, LLC (dba Bauman Wealth Advisors) is a fee-based SEC-registered investment advisor that delivers coordinated wealth management services to high-net-worth individuals and families in Nevada. The firm bundles retirement planning, income planning, investment management, tax planning (via Bauman Tax Solutions), estate planning (via Asset Protection of America), real estate coordination (via Realty One Group), mortgage services (via Anchor Mortgage), and healthcare/Medicare planning (via Medicare Made Clear) into a single 'Return on Life' family office plan. Revenue is generated through advisory fees and affiliated service offerings, with clients acquired through consultative sales and serviced via the emaPlan-powered Bauman Wealth Portal and Charles Schwab custodial accounts.
Is Bauman Advisory a public or private company?
Bauman Advisory is a private company. It is classified as founder individual operated bootstrapped and is currently operating.
When was Bauman Advisory founded?
Bauman Advisory was founded in 2010. It employs 1 to 10 people.
Where is Bauman Advisory based?
Bauman Advisory is headquartered in Las Vegas, United States, in the North America region.
How does Bauman Advisory make money?
One revenue line is on record: fee-Based Financial Planning & Advisory Services.
Who are Bauman Advisory's main competitors?
Broad incumbents on record are Charles Schwab Wealth Advisory, Carson Group, Edelman Financial Engines, Mercer Advisors and Creative Planning. Emerging players are Wealthfront and Facet Wealth. Direct peers are Sanctuary Wealth, Moneta Group and Buckingham Wealth Partners.
Does Bauman Advisory have an API?
No public API is recorded for Bauman Advisory.
What industry is Bauman Advisory in?
Bauman Advisory's product category is Wealth Management. Its primary akta.pro industry code is FSAEABAE, Employer Retirement Plan Advisory (401(k)/Pension), with a secondary code of FSAEABAF, Retirement Plan Participant Advice & Managed Accounts. Its NAICS code is 523940 and its SIC code is 6282.