Baldwin Financial Advisors provides personalized financial planning services, including comprehensive plans, financial statement creation, retirement plan investment reviews, estate reviews, risk management analysis, and investment analysis. They also offer advisory consulting services and seminars to financial industry professionals, organizations, and companies. Baldwin Financial Advisors does not manage investments or handle investment transactions for clients.
Assets Under ManagementN/A
Clients247
Advisors4
Avg. per ClientN/A
Avg. per AdvisorN/A
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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.
One-Time Plan:$100 - $8,650
Hourly Rate:$80 - $260/hr
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