# David Barrett

> David Barrett is a fee-only financial advisor at Baldwin Wealth Partners in Hobe Sound, Florida. Baldwin Wealth Partners reports charging a percentage of assets and fixed fees on its Form ADV.

Page: https://find.wellspent.co/advisors/david-barrett/
Built from SEC adviser records; last checked October 30, 2026.

## Facts

- **Firm:** Baldwin Wealth Partners
- **Based in:** Hobe Sound, Florida
- **Fee model (firm's Form ADV):** Percentage of assets; Fixed fees
- **Assets under management (firm):** $2.33B across 2,100 accounts
- **CRD:** 1658184 (https://adviserinfo.sec.gov/individual/summary/1658184)
- **SEC registration:** Investment adviser representative in FL, MA, TX
- **Firm size:** 34 employees
- **Disclosures:** None reported
- **Website:** https://www.baldwinbrothersinc.com

## Frequently asked questions

### Is David Barrett a fee-only financial advisor?

Yes, according to SEC records as of October 29, 2026: David 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 David charge for financial advice?

David's firm, Baldwin Wealth Partners, reports charging a percentage of assets and fixed fees on its SEC Form ADV.

### Where is David Barrett based?

David Barrett is based in Hobe Sound, Florida.

### Is David Barrett registered with the SEC?

Yes. David Barrett is registered as an investment adviser representative in FL, MA and TX (CRD 1658184), 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 David Barrett?

Through David's website, www.baldwinbrothersinc.com.

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/1658184): 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 and Form ADV: registration, exams, and firm facts, data as of October 29, 2026

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Source: Wellspent, the public graph of fee-only advisors (https://find.wellspent.co). No paid placement.