Baldwin Wealth Partners, LLC fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed May 1, 2026. Fees can change, so confirm with the firm before you hire them.

Monthly fee

$600⁠-⁠$1,500/mo

“Fees range from $600/month to $1,500/month.”

Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)

How Baldwin Wealth Partners, LLC bills

Payment and refund terms, quoted from the fee section of the brochure.

• “Compensation – Investment Management Services Investment Management fees are charged quarterly, both in advance and in arrears, based on a percentage of the client assets under management.”
• “This fee is payable annually in arrears or at such time the client terminates its advisory agreement with us with respect to the account, prorated based on the number of months in which the Firm maintained the account.”
• “For a small number of clients, we provide bookkeeping services and share check signing privileges with these clients on their individual bank accounts so that we may pay certain expenses of these clients.”

About Baldwin Wealth Partners, LLC

• Firm size: 34 employees.
• Founded: 1974 (52 years).

Planning areas mentioned in the brochure

• Retirement planning
• Tax planning
• College planning
• Charitable giving

Firm details from Form ADV

How the firm is paid

Fixed or flat fees, percentage of assets under management

Charges a % of assets

Yes

Highest asset based fee in brochure

1.25% a year

Clients

738

Employees

34

Works with

Individuals, high net worth individuals, pooled investment vehicles, charities, and businesses

Services reported to regulators

Financial planning, portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, portfolio management for businesses and institutions, and selecting other advisers

Assets managed

$2,334,719,354

Registered with

U.S. Securities and Exchange Commission

Disciplinary disclosures

None reported

SEC CRD number

105343

Website

baldwinbrothersinc.com (opens in new tab)

Phone

(508) 748-0800

Can advise clients in 24 states: Alabama, California, Colorado, Connecticut, Florida, Illinois, Indiana, Kentucky, Massachusetts, Maryland, Maine, Minnesota, Montana, New Hampshire, New Mexico, New York, Ohio, Oregon, Pennsylvania, Rhode Island, Texas, Virginia, Vermont, Washington

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