Craig Dumas
Baldwin Wealth Partners · Marion, Massachusetts
Craig Dumas is a fee-only financial advisor at Baldwin Wealth Partners in Marion, Massachusetts, who holds the CFP and ChFC credentials. Baldwin Wealth Partners reports charging a percentage of assets and fixed fees on its Form ADV.
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Facts
| Firm | Baldwin Wealth Partners |
|---|---|
| Based in | Marion, Massachusetts |
| Fee model (firm's Form ADV) | Percentage of assets · Fixed fees |
| Assets under management | $2.33B across 2,100 accounts |
| Credentials | CFP · ChFC |
| SEC registration | Investment adviser representative in MA, RI, TX · CRD 4373761 |
| Exams passed | Series 66 (2001) |
| Firm size | 34 employees |
| Disclosures | None reported |
| Website | www.baldwinbrothersinc.com |
How Craig's firm compares
- Baldwin Wealth Partners's average account is about $1.1 million, from its Form ADV (assets managed divided by 2,100 accounts).
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Questions about Craig
Is Craig Dumas a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Craig holds no broker registration, and Baldwin Wealth Partners reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Craig charge for financial advice?
Craig's firm, Baldwin Wealth Partners, reports charging a percentage of assets and fixed fees on its SEC Form ADV.
Where is Craig Dumas based?
Craig Dumas is based in Marion, Massachusetts.
What credentials does Craig Dumas hold?
Craig Dumas holds the CFP and ChFC credentials.
Is Craig Dumas registered with the SEC?
Yes. Craig Dumas is registered as an investment adviser representative in MA, RI and TX (CRD 4373761), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Baldwin Wealth Partners manage?
Baldwin Wealth Partners reports $2.33B across 2,100 accounts in assets under management.
How do I contact Craig Dumas?
Through Craig's website, www.baldwinbrothersinc.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
- 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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