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.
Firm
The BALDWIN GROUP WEALTH ADVISORS, LLC
Location
Boca Raton, FL
Credentials
Series 63, Series 65
Industry experience
28 years
Gregg Fine is a financial advisor at The Baldwin Group Wealth Advisors, LLC with 28 years of industry experience. He holds Series 63 and Series 65 designations and has worked at firms including Creative Planning, LLC, Lockton Companies LLC, and NFP Securities, Inc. before joining his current firm. The Baldwin Group Wealth Advisors serves a diverse client base including individuals, charitable organizations, pension plans, trusts, estates, and businesses. The firm employs a consultative, asset-allocation driven approach that integrates institutional management and independent managers, with a notable focus on non-discretionary advisory services and pension consulting.
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
Boca Raton, FL
Florida
The BALDWIN GROUP WEALTH ADVISORS, LLC
2024 - Present (2 years)
The Capital Group Investment Advisory Services, LLC
2024 - 2024 (1 year)
SELF EMPLOYED
2023 - 2023 (1 year)
Creative Planning, LLC
2021 - 2023 (2 years)
Lockton Companies LLC
2019 - 2021 (2 years)
Lockton Financial Advisors, LLC
2019 - 2021 (2 years)
Nfp Securities, Inc.
2007 - 2019 (12 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.
Verified by Warmer
CFP®
Boca Raton, FL
Advise Financial
With our Fee-Only Fiduciary Service, you only pay for the required time without hidden fees. We offer a personalized pay-per-hour financial plan to help you achieve your retirement and wealth management goals. If you're seeking a second opinion on your finances or need an overview of your retirement planning, you've come to the right place. Alonso Rodriguez Segarra is a CERTIFIED FINANCIAL PLANNER™ with 27 years of experience in banking and finance. Investopedia named him one of the Top 100 Most Influential Financial Advisors in the USA, and in 2025, he was also recognized as a Top 100 Money Expert by GOBankingRates. He is passionate about making his knowledge accessible to clients to help them achieve greater financial well-being. He aims to positively transform their finances by adding value. As the CEO and founder of Advise Financial, he serves more than 250 clients and has extensive experience working with both national and international clientele. He holds a Bachelor's degree in Business Administration with a concentration in Banking and Finance, a Master's Degree in Finance, and a postgraduate degree in Financial Planning from Boston University. A bilingual professional, he is fluent in both English and Spanish.
CFP®, Series 66
Highland Beach, FL
Grow Planning, LLC
Series 65
Boynton Beach, FL
Leslie Gale Advisors, LLC
Series 63, Series 65
Boca Raton, FL
Ideas in Finance
CFP®, Series 63, Series 65
Coral Springs, FL
Profitable Financial Strategies
Series 63, Series 66
Boca Raton, FL
Sikes Financial Services, LLC
Not sure where to start?
We'll help you think it through – whether you ultimately need an advisor or not.
Warmer provides personalized recommendations and introductions to independent fiduciary advisors. We do not supervise advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
Each advisor listed on our site is an independent fiduciary responsible for their own advice. Warmer may receive fees from advisors for participation or referrals; these fees are paid by advisors and do not affect the fees clients pay for advisory services.
For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Please review an advisor's Form ADV and do your own diligence before entering into an advisory relationship.
By using our service, you agree to Warmer's Terms of Service and Advisory Agreement and Privacy Policy. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. ("Warmer")