Advisor at The BALDWIN GROUP WEALTH ADVISORS, LLC
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Based on The BALDWIN GROUP WEALTH ADVISORS, LLC
Based on The BALDWIN GROUP WEALTH ADVISORS, LLC
Based on The BALDWIN GROUP WEALTH ADVISORS, LLC
Flat fees for financial planning and consulting generally range from $2,000 to $25,000; flat fees for retirement plan establishment services range from $7,500 to $150,000
0.25% – 1.75% annually
Associated Persons may receive separate commission compensation for securities transactions; however, commissions are separate and distinct from advisory fees
$150 to $750 per hour for financial planning and consulting services
Fee-only: Flat fees range from $2,000 to $25,000; hourly fees range from $150 to $750 per hour
6720 B Rockledge Drive, Suite 400
Bethesda, MD 20817
Maryland
The Baldwin Group Wealth Advisors LLC
2026 - Present (1 year)
Kelsey's Irish Restaurant and Pub
2025 - 2026 (1 year)
Stoney River Steakhouse and Grill
2024 - 2025 (1 year)
Towson University
2023 - 2024 (1 year)
Brian Boru Irish Restaurant and Pub
2023 - 2023 (1 year)
University of Colorado Boulder
2023 - 2023 (1 year)
Anne Arundel Workforce Development Corporation
2021 - 2021 (1 year)
Chipotle Mexican Grill
2021 - 2022 (1 year)
General Platinum
2019 - 2023 (4 years)
Severna Park High School
2018 - 2021 (3 years)
Severn Park Middle School
2016 - 2018 (2 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Is not active or affiliated with:
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
CFP®, Series 65
Reston, VA
Oakton Financial, LLC
CFA®, Series 63
Bethesda, MD
Noordzee Capital LLC
CFP®, Series 63
Chevy Chase, MD
Green View Advisors LLC
Series 63, Series 65
Washington, DC
SHB Advisors
Series 65
Vienna, VA
Solution Factory, LLC
Series 66
Falls Church, VA
POV Wealth LLC
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