Eric Strand
Baldwin Wealth Partners · Marion, Massachusetts
Eric Strand is a fee-only financial advisor at Baldwin Wealth Partners in Marion, Massachusetts. Baldwin Wealth Partners reports charging a percentage of assets and fixed fees on its Form ADV.
Request an introduction to Eric →
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 |
| SEC registration | Investment adviser representative in KY, MA, TX · CRD 2963186 |
| Exams passed | Series 63 (1998) · Series 65 (2011) |
| Firm size | 34 employees |
| Disclosures | None reported |
| Website | www.baldwinbrothersinc.com |
| Profile |
How Eric'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).
Request an introduction to Eric
Tell Eric a little about what you're looking for. Eric isn't on Wellspent yet, so we'll let them know you're looking for help and pass your message on when they join. No cost, no obligation.
Questions about Eric
Is Eric Strand a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Eric 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 Eric charge for financial advice?
Eric's firm, Baldwin Wealth Partners, reports charging a percentage of assets and fixed fees on its SEC Form ADV.
Where is Eric Strand based?
Eric Strand is based in Marion, Massachusetts.
Is Eric Strand registered with the SEC?
Yes. Eric Strand is registered as an investment adviser representative in KY, MA and TX (CRD 2963186), 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 Eric Strand?
Through Eric'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.
See something wrong? Request a correction. Read our methodology.