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
Tampa, FL 33607
Credentials
Series 65
Industry experience
34 years
Kenneth Jewell is a Series 65-licensed financial advisor with 34 years of industry experience, currently with The Baldwin Group Wealth Advisors, LLC since 2024. His prior experience includes roles at BKS Financial Investments and Fiduciary Partners Group. Outside of his advisory work, he is president of Jewell Music Enterprises, founder of the pediatric cancer nonprofit Rocks the Cure, and serves as president of the Tampa Bay Chargers Soccer Club executive board. The Baldwin Group Wealth Advisors provides investment advisory, asset management, financial planning, and pension consulting to a diverse client base, including individuals, charitable organizations, and businesses. The firm employs a consultative, asset-allocation driven approach combining 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
4211 W. Boy Scout Blvd., Suite 800
Tampa, FL 33607
Florida · Texas
The BALDWIN GROUP WEALTH ADVISORS, LLC
2024 - Present (2 years)
BKS FINANCIAL INVESTMENTS, LLC dba BKS RETIREMENT SERVICES
2019 - 2024 (5 years)
BKS FINANCIAL INVESTMENTS, LLC dba BKS RETIREMENT SERVICES
2019 - 2021 (2 years)
Fiduciary Partners Investment Consulting, Llc
2007 - 2019 (12 years)
Fiduciary Partners Retirement Group, Inc.
2006 - 2019 (13 years)
Fiduciary Partners Group, Llc
1999 - 2019 (20 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®
Lithia, FL
Southshore Financial Planning
Hi, I'm Chris - Founder and Financial Planner at Southshore Financial Planning. I enjoy partnering with individuals and families to guide them to and through retirement so they can live life to the fullest. This is accomplished by first taking a deep dive into where clients are now financially and where they want to be. Then ideas are weaved together in the areas of cash flow, investments, taxes, insurance, debt and estate planning into one financial roadmap. Professionally, I am a CFP® Practitioner and have two finance-related degrees from the University of North Florida. My entire 19 year career has been dedicated to serving individuals and families in the financial services industry. Before founding Southshore Financial Planning, I spent 11 years at one of the largest financial institutions in the country where I was directly responsible for a $700 million client practice. On a personal note, my wife Heather and I are parents to three wonderful boys. In our free time we enjoy spending time with family, traveling, fishing, and watching the Tampa Bay Lightning.
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