Baldwin Financial Advisors, LLC fees and pricing
Financial planner in Arlington Heights, Illinois. Registered with state securities regulators.
According to its Form ADV Part 2A brochure dated March 24, 2026, Baldwin Financial Advisors, LLC charges a flat or project fee of $660-$7,490 for financial planning.
Published fees
Quoted from the firm's Form ADV Part 2A brochure, filed March 24, 2026. Fees can change, so confirm with the firm before you hire them.
- Flat or project fee
- $660-$7,490
“Fixed fees for comprehensive plans generally range between $660-$7490.”
Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)
How Baldwin Financial Advisors, LLC bills
Payment and refund terms, quoted from the fee section of the brochure.
- “The fee is negotiable depending upon the complexity and scope of the plan, your financial situation, the resources necessary and your objectives.”
- “Generally, a retainer fee in the amount of $400 is payable at the beginning of the advisory relationship with the balance due upon successful delivery of the completed financial plan to the client per agreement.”
- “Fees and travel expenses (where applicable) are due and payable upon completion of contracted services.”
How Baldwin Financial Advisors, LLC’s fees compare
- Its flat or project fee of $660-$7,490 spans the Illinois median of $4,500. 47% of the 175 other Illinois planners that publish a flat or project fee charge less.
- 2 of the 3 other planners in Arlington Heights that publish a flat or project fee charge less.
- It doesn't charge a percentage of the assets it manages, so its fee won't grow with your portfolio.
About Baldwin Financial Advisors, LLC
- Firm size: 3 employees.
- Registered as an adviser: 1983 (43 years).
Firm details from Form ADV
- How the firm is paid
- Hourly fees, fixed or flat fees
- Charges a % of assets
- No
- Clients
- 247
- Employees
- 3
- Works with
- Individuals and high net worth individuals
- Services reported to regulators
- Financial planning and educational seminars and workshops
- Registered with
- State securities regulators
- Disciplinary disclosures
- None reported
- SEC CRD number
- 115734
- Phone
- (847) 253-3185
Other planners in Arlington Heights that publish fees
- Directional Asset Management, LLCArlington Heights$175/hr
- Maplewood WealthArlington Heights$995-$5,000, $6,000/yr
- Signature Financial Services, LTDArlington Heights$100-$400/hr
- Vidarrow Investment AdvisorsArlington Heights$395/hr, $2,000-$50,000
- Voyage Point Wealth ManagementArlington Heights$250/hr, $1,500-$3,500
Is something on this page wrong or out of date? Email corrections@plannerfees.com and PlannerFees will check it against the firm's latest filing.