Gary Hess
Baldwin Management · West Conshohocken, Pennsylvania
Gary Hess is a fee-only financial advisor at Baldwin Management in West Conshohocken, Pennsylvania, who holds the CFA credential. Gary focuses on tax planning, estate & legacy planning and founders (pre-exit). Baldwin Management reports charging a percentage of assets on its Form ADV.
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Specialties
Who they serve
- Executives
- Ultra high net worth
- Multi-generational families
- Mid-life transitions
Facts
| Firm | Baldwin Management |
|---|---|
| Based in | West Conshohocken, Pennsylvania |
| Fee model (firm's Form ADV) | Percentage of assets |
| Accepting new clients | Yes |
| Assets under management | $1.30B across 707 accounts |
| Credentials | CFA |
| SEC registration | Investment adviser representative in PA · CRD 2531912 |
| Exams passed | Series 63 (2010) · Series 65 (1994) |
| Firm size | 14 employees |
| Disclosures | None reported |
| Website | www.baldwinmgt.com |
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Questions about Gary
Is Gary Hess a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Gary holds no broker registration, and Baldwin Management reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Gary charge for financial advice?
Gary's firm, Baldwin Management, reports charging a percentage of assets on its SEC Form ADV.
Where is Gary Hess based?
Gary Hess is based in West Conshohocken, Pennsylvania.
What does Gary specialize in?
Gary's specialties include tax planning, estate & legacy planning, founders (pre-exit), family wealth transfer and retirement planning. Gary works with executives, ultra high net worth, multi-generational families and mid-life transitions.
What credentials does Gary Hess hold?
Gary Hess holds the CFA credential.
Is Gary Hess registered with the SEC?
Yes. Gary Hess is registered as an investment adviser representative in PA (CRD 2531912), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Baldwin Management manage?
Baldwin Management reports $1.30B across 707 accounts in assets under management.
How do I contact Gary Hess?
Through Gary's website, www.baldwinmgt.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
- Baldwin Management 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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