Advisor at The BALDWIN GROUP WEALTH ADVISORS, LLC
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Firm
The BALDWIN GROUP WEALTH ADVISORS, LLC
Location
Bethesda, MD 20817
Credentials
Series 65
Industry experience
< 1 year
Kimberly Norris is a financial advisor at The Baldwin Group Wealth Advisors, LLC with a Series 65 designation and approximately two years of industry experience. Prior to joining The Baldwin Group in 2025, she worked at LPL Financial and Global Advisor Group from 2023 to 2025. She also tutors at George Mason University outside of trading hours. The Baldwin Group Wealth Advisors provides investment advisory, asset management, financial planning, and pension consulting to a diverse client base including individuals, charitable organizations, pension and profit-sharing plans, trusts, estates, and small- to mid-size businesses. The firm emphasizes a consultative, asset-allocation driven approach and maintains a significant focus on non-discretionary management and institutional retirement-plan services.
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 · Virginia
The BALDWIN GROUP WEALTH ADVISORS, LLC
2025 - Present (1 year)
LPL Financial
2023 - 2025 (2 years)
Global Advisor Group
2023 - 2025 (2 years)
George Mason University
2023 - 2025 (2 years)
Global Environmental Solutions
2013 - 2023 (10 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.
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