Benjamin Baldwin,
Benjamin Baldwin, is a registered investment advisor at Baldwin Financial Advisors, LLC, based in Arlington Heights, IL, with 33 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, High Net Worth, Insurance Planning, and 1 more. Their firm serves 247 clients.
Compensation
Firm Size
IM Fee
Fee Structure
- Comprehensive financial plan — fixed fees generally range between $660 and $7,490 depending on the complexity and scope of the plan
- A la carte planning — fixed fees generally range between $250 and $7,490 for targeted projects, single analyses, or specific retirement goals
- Hourly consulting — $88 to $265 per hour depending on the representative and the scope of the work required
- Advisory consulting and seminars — hourly and daily rates vary, with a standard daily reservation fee of $1,000 for reserved speaking or consulting days
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.
Exams
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