Best-in-State · rank 15 · Anchorage, Alaska · listed firm: Baird
Identity & firm
- Firm — Robert W. Baird & Co. (high)
- “Resident Manager of R.W. Baird Anchorage office” — sec_finra_regulatory
- Parent company — Baird Financial Group (private, Milwaukee-based) (high)
- “Robert W. Baird & Co. Inc., founded 1919, Milwaukee, Wisconsin” — firm_official
- Firm type — independent_ria (high)
- “Registered Investment Adviser (RIA) affiliate of Robert W. Baird & Co. Inc.” — sec_finra_regulatory
- Team name — The Planning Group of the Northwest (high)
- “The Planning Group of the Northwest appears on Forbes' 2026 Best-In-State Wealth Management Teams list” — forbes_shook
- Team size — 9 (medium)
- “key leads include Maggie Price, Sarah Springer (CFP, CDFA, MPAS), Rachel Bunnell (CFP, MPAS, CDFA), and Grant Shearer; approximately 9+ members” — firm_official
- CRD — 2511041 (high)
- “CRD Number: 2511041” — sec_finra_regulatory
- Years experience — 24 (high)
- “24 years in financial services industry; career began mid-1990s (approximately 1995-1996)” — sec_finra_regulatory
- Designations — Series 7, Series 63, Series 65 (high)
- “Series 7, Series 63, Series 65 licenses” — sec_finra_regulatory
Book of business
- Team AUM ($M) — 1200 (high)
- “Team Assets (Custodied): $1.2B” — forbes_shook
- Account minimum ($M) — 0.5 (high)
- “Minimum account size for new business: $500K” — forbes_shook
- Typical client net worth ($M) — 3.5 (high)
- “Typical Net Worth of Relationships: $2-5M” — forbes_shook
- Client niche — generalist (medium)
- “Assets have value, but what has meaning is the way you spend your time. Core services include retirement planning, investment management, and estate planning” — firm_official
- Custodians — gap: not_public
- Fee model — gap: not_public
Positioning & marketing
- Website url — https://planninggroupofthenorthwest.bairdwealth.com/team/grant-shearer (high)
- “Team profile page for Grant Shearer hosted at Planning Group of the Northwest domain” — firm_official
- Value proposition (verbatim) — Assets have value, but what has meaning is the way you spend your time. (high)
- “Assets have value, but what has meaning is the way you spend your time.” — firm_official
- Differentiators — Focus on meaning and lifestyle over accumulation, Comprehensive retirement and estate planning, 70 years combined team experience, Alaska-based local expertise and presence, Multi-state client service (38 states) (medium)
- “Assets have value, but what has meaning is the way you spend your time. Core services include retirement planning, investment management, and estate planning—framed around enabling clients to pursue leisure, new careers,” — firm_official
- “Combined Team Experience: 70 years when the three main advisers (Price, Springer, Shearer) moved from Wells Fargo to Baird” — professional_press
- Content marketing — none (medium)
- “No published blog, insights, newsletters, or market commentary found under Grant Shearer's or The Planning Group's name” — firm_official
- Has podcast — no (medium)
- “No podcast hosted by Grant Shearer or The Planning Group of the Northwest found” — general_press
- Books published — 0 (medium)
- “No books authored by Grant Shearer found in public records or publishing databases” — general_press
- Linkedin url — gap: not_found_after_search
- Social presence — none (low)
- “No personal social media accounts (X, LinkedIn, Instagram, TikTok, YouTube) found for Grant Shearer; team maintains Baird corporate social presence” — firm_official
- Press awards — Forbes 2026 Best-In-State Wealth Advisors (Alaska, rank #15), Forbes 2026 Team Recognition – The Planning Group of the Northwest (high)
- “Forbes 2026 Best-In-State Wealth Advisors (Alaska rank #15)” — forbes_shook
- “The Planning Group of the Northwest appears on Forbes' 2026 Best-In-State Wealth Management Teams list” — forbes_shook
Visual brand
- Has distinct logo — no (medium)
- “The Planning Group of the Northwest uses Baird corporate branding; no distinct team logo observed separate from Baird corporate mark” — firm_official
- Logo url — https://www.rwbaird.com/globalassets/baird-logo-2022.svg (high)
- “Baird corporate logo SVG asset: baird-logo-2022.svg” — firm_official
- Visual brand notes — Corporate Baird identity: professional navy/teal palette, clean sans-serif typography, multi-generational family and wealth-lifestyle imagery; no distinct team visual differentiation. (medium)
- “Multigenerational family sitting at an outdoor dining table at dusk, abstract financial graph imagery, professional corporate aesthetic” — firm_official
