Benjamin Baldwin
Responsive Financial Group · Milton, Georgia
Benjamin Baldwin is a fee-only financial advisor at Responsive Financial Group in Milton, Georgia, who holds the CFP credential. Responsive Financial Group reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.
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Facts
| Firm | Responsive Financial Group |
|---|---|
| Based in | Milton, Georgia |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Fees (firm's website) | Typically works with clients with $3,000,000 or more |
| Assets under management | $60.9M across 165 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in GA, IL, TX · CRD 2015673 |
| Exams passed | Series 63 (1989) |
| Firm size | 1 employee |
| Disclosures | None reported |
| Website | www.rfgweb.com |
| Profile |
How Benjamin's firm compares
- Responsive Financial Group's average account is about $369,000, from its Form ADV (assets managed divided by 165 accounts).
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Questions about Benjamin
Is Benjamin Baldwin a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Benjamin holds no broker registration, and Responsive Financial Group reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Benjamin charge for financial advice?
Benjamin's firm, Responsive Financial Group, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
How much does Benjamin charge?
According to Responsive Financial Group's website, checked October 30, 2026: typically works with clients with $3,000,000 or more.
Where is Benjamin Baldwin based?
Benjamin Baldwin is based in Milton, Georgia.
What credentials does Benjamin Baldwin hold?
Benjamin Baldwin holds the CFP credential.
Is Benjamin Baldwin registered with the SEC?
Yes. Benjamin Baldwin is registered as an investment adviser representative in GA, IL and TX (CRD 2015673), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Responsive Financial Group manage?
Responsive Financial Group reports $60.9M across 165 accounts in assets under management.
How do I contact Benjamin Baldwin?
Through Benjamin's website, www.rfgweb.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- SEC adviser records : the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- Responsive Financial Group website : specialties, clients served, and fees, checked October 30, 2026
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
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