Benjamin Baldwin,
Benjamin Baldwin, is a registered investment advisor at Baldwin Financial Advisors, LLC, based in Arlington Heights, IL, with 32 years of industry experience. Benjamin operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, Insurance Planning, Investment Management, and 2 more. Their firm serves 247 clients.
Compensation
Firm Size
IM Fee
Fee Structure
- Comprehensive Financial Plan: $600 - $8,650, depending on complexity and scope.
- A La Carte Planning: $100 - $5,000 for single, targeted plans focusing on specific client needs or goals.
Location
Arlington Heights, IL
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business Activities
Benjamin is a managing member of Baldwin Financial Systems, LLC, involved in financial planning, consulting, writing, speaking, education, and expert witness work, dedicating about half of his time. He is also an author, teacher, writer, and consultant, spending about half his time on this activity as well.
Employment History
Current Registrations
Baldwin Financial Advisors, LLC
Previous Registrations
AXA Advisors, LLC
State Registrations1 state
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.