EB
EB

Ethan Baldwin

2 Years of Experience
South Burlington, VT

Ethan Baldwin is a registered investment advisor at Amor Fati Financial Services LLC, based in South Burlington, VT, with 2 years of industry experience. Ethan operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, Investment Management, Retirement Planning.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
1 advisor
Number of Clients
Not specified
Average Client Portfolio
Not specified

Fee Structure

Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $1.0M0.75%
$1.0M - $10.0M0.50%
$10M+0.25%

Fees are adjusted for inflation every three years based on the Consumer Price Index.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location

307 Juniper Drive, South Burlington, VT, 05403

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History

Regulatory History
Clean regulatory record

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.

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Employment History
Current Registrations
Amor Fati Financial Services LLC
January 2026 - Present · 4 mos
Previous Registrations
Emg
April 2023 - May 2025 · 2 yrs 1 mo
State Registrations1 state
VT
Advisor

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
No exam information available for this advisor.