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
Bethesda, MD 20817
Credentials
CFP®, Series 65
Industry experience
3 years
Joseph Alvarez is a CFP® with two years of industry experience, currently serving as a financial advisor at The Baldwin Group Wealth Advisors, LLC. His prior roles include positions at The Capital Group Investment Advisory Services, LLC, Northwestern Mutual, and Washington Wealth Management. Alvarez has also been involved in the hospitality sector and held a role at the University of Maryland-College Park. The Baldwin Group Wealth Advisors, LLC provides investment advisory, asset management, financial planning, and pension consulting services to 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 third-party managers, with a notable focus on non-discretionary fiduciary services for retirement plans.
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
2024 - Present (2 years)
The Capital Group Investment Advisory Services, LLC
2022 - 2024 (2 years)
Burtons Grill & Bar
2022 - 2023 (1 year)
NORTHWESTERN MUTUAL
2021 - 2021 (1 year)
Washington Wealth Management
2020 - 2020 (1 year)
University of Maryland-College Park
2019 - 2022 (3 years)
Chick-FIl-A
2015 - 2019 (4 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
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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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