The BALDWIN GROUP WEALTH ADVISORS, LLC logo

The BALDWIN GROUP WEALTH ADVISORS, LLC

Updated today

Total assets under management

$27,276,204,735

Total clients

1,171

29% high-net worth

Total advisors

41

of 50 employees

Firm size

Enterprise

51-2,000 advisors or $10B+ in AUM

Average clients per advisor

29

Average account size

$23,293,087

About

The Baldwin Group Wealth Advisors is an enterprise registered investment adviser serving a mix of individuals, high‑net‑worth clients, and institutional retirement plans, with approximately $27.3 billion in assets under management, 41 advisors and about 1,171 clients. Services described in the brochure include investment advisory and asset management, financial and estate planning, retirement plan consulting, and implementation support using separate accounts, mutual funds, ETFs and third‑party managers.

The firm describes a consultative, asset‑allocation centered approach that uses model portfolios, independent managers and platform providers to tailor strategies to client objectives; many offerings are region‑specific and may include access to private placements for qualified investors. It also emphasizes ongoing monitoring and, for retirement plans, both limited scope 3(21)(a) fiduciary advice and, where granted, 3(38) discretionary investment management, with most plan work provided on a non‑discretionary consulting basis.

What is notable relative to peers is the concentration of non‑discretionary assets — roughly $24.2 billion of the firm’s reported AUM — and the firm’s explicit role in pension and ERISA consulting as a Covered Service Provider, a combination that is uncommon among large enterprise advisers. The Baldwin Group Wealth Advisors is also part of The Baldwin Insurance Group and maintains affiliated referral and service arrangements (including a related broker‑dealer and insurance distribution relationships), which the brochure identifies as potential conflicts of interest that clients are asked to consider.

Client services

Financial planning Portfolio management Pension consulting Selection of other advisers Educational seminars or workshops

Expertise

Wealth management Equity compensation tax strategy Retirement income strategy Charitable giving tax strategies

Occupation focus

Founder/Business Owner Retired Executive

Fee options

Fixed

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

Percentage

0.25% – 1.75% annually

Commissions

Associated Persons may receive separate commission compensation for securities transactions; however, commissions are separate and distinct from advisory fees

Project-based

$150 to $750 per hour for financial planning and consulting services

Other

Fee-only: Flat fees range from $2,000 to $25,000; hourly fees range from $150 to $750 per hour

Main office location

The BALDWIN GROUP WEALTH ADVISORS, LLC

4211 W. Boy Scout Blvd., Suite 800

Tampa FL 33607, United States

Number of offices

6

Most active in

Alabama · Arizona · Arkansas · California · Colorado · Connecticut · Delaware · District of Columbia · Florida · Georgia · Hawaii · Idaho · Illinois · Indiana · Kansas · Louisiana · Maryland · Massachusetts · Michigan · Minnesota · Montana · Nevada · New Jersey · New York · North Carolina · Ohio · Oklahoma · Oregon · Pennsylvania · South Carolina · Tennessee · Texas · Utah · Virginia · Washington · Wisconsin

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

Advisors at this firm

user avatar

Kyle L

Series 66

Irvine, CA

The BALDWIN GROUP WEALTH ADVISORS, LLC

Wealth management Equity compensation tax strategy Retirement income strategy Charitable giving tax strategies Founder/Business Owner Retired Executive
user avatar

Kimberly N

Series 65

Bethesda, MD

The BALDWIN GROUP WEALTH ADVISORS, LLC

Wealth management Equity compensation tax strategy Retirement income strategy Charitable giving tax strategies Founder/Business Owner Retired Executive
user avatar

Gregg F

Series 63, Series 65

Boca Raton, FL

The BALDWIN GROUP WEALTH ADVISORS, LLC

Wealth management Equity compensation tax strategy Retirement income strategy Charitable giving tax strategies Founder/Business Owner Retired Executive
user avatar

Laurie S

Series 63, Series 66

Irvine, CA

The BALDWIN GROUP WEALTH ADVISORS, LLC

Wealth management Equity compensation tax strategy Retirement income strategy Charitable giving tax strategies Founder/Business Owner Retired Executive
user avatar

Alexander K

Series 63, Series 65

Bethesda, MD

The BALDWIN GROUP WEALTH ADVISORS, LLC

Wealth management Equity compensation tax strategy Retirement income strategy Charitable giving tax strategies Founder/Business Owner Retired Executive
user avatar

Robert T

Series 63, Series 65

Irvine, CA

The BALDWIN GROUP WEALTH ADVISORS, LLC

Wealth management Equity compensation tax strategy Retirement income strategy Charitable giving tax strategies Founder/Business Owner Retired Executive
user avatar

Stephen Y

CFA®, Series 63, Series 65

Irvne, CA

The BALDWIN GROUP WEALTH ADVISORS, LLC

Wealth management Equity compensation tax strategy Retirement income strategy Charitable giving tax strategies Founder/Business Owner Retired Executive
user avatar

Ryan Z

Series 65

Bethesda, MD

The BALDWIN GROUP WEALTH ADVISORS, LLC

Wealth management Equity compensation tax strategy Retirement income strategy Charitable giving tax strategies Founder/Business Owner Retired Executive
user avatar

Taylor B

Series 63, Series 66

Irivine, CA

The BALDWIN GROUP WEALTH ADVISORS, LLC

Wealth management Equity compensation tax strategy Retirement income strategy Charitable giving tax strategies Founder/Business Owner Retired Executive
user avatar

Gary W

Series 63, Series 65

Houston, TX

The BALDWIN GROUP WEALTH ADVISORS, LLC

Wealth management Equity compensation tax strategy Retirement income strategy Charitable giving tax strategies Founder/Business Owner Retired Executive
user avatar

Joseph A

CFP®, Series 65

Bethesda, MD

The BALDWIN GROUP WEALTH ADVISORS, LLC

Wealth management Equity compensation tax strategy Retirement income strategy Charitable giving tax strategies Founder/Business Owner Retired Executive
user avatar

Colm O

Series 65

Bethesda, MD

The BALDWIN GROUP WEALTH ADVISORS, LLC

Wealth management Equity compensation tax strategy Retirement income strategy Charitable giving tax strategies Founder/Business Owner Retired Executive
user avatar

Darin G

Series 63, Series 65

Irvine, CA

The BALDWIN GROUP WEALTH ADVISORS, LLC

Wealth management Equity compensation tax strategy Retirement income strategy Charitable giving tax strategies Founder/Business Owner Retired Executive
user avatar

Christopher S

Series 63, Series 65

Bethesda, MD

The BALDWIN GROUP WEALTH ADVISORS, LLC

Wealth management Equity compensation tax strategy Retirement income strategy Charitable giving tax strategies Founder/Business Owner Retired Executive
user avatar

Kenneth J

Series 65

Tampa, FL

The BALDWIN GROUP WEALTH ADVISORS, LLC

Wealth management Equity compensation tax strategy Retirement income strategy Charitable giving tax strategies Founder/Business Owner Retired Executive
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