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Advisor

John Prys

Baldwin Wealth Partners · Marion, Massachusetts

John Prys is a fee-only financial advisor at Baldwin Wealth Partners in Marion, Massachusetts, who holds the CFA credential. Baldwin Wealth Partners reports charging a percentage of assets and fixed fees on its Form ADV.

Percentage of assetsFixed fees Fee-only CFA

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Facts

FirmBaldwin 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
CredentialsCFA
SEC registration Investment adviser representative in KY, MA, TX · CRD 6195903
Firm size34 employees
Disclosures None reported
Websitewww.baldwinbrothersinc.com

How John'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).

What fee-only advisors charge in Massachusetts

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Questions about John

Is John Prys a fee-only financial advisor?

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

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

Where is John Prys based?

John Prys is based in Marion, Massachusetts.

What credentials does John Prys hold?

John Prys holds the CFA credential.

Is John Prys registered with the SEC?

Yes. John Prys is registered as an investment adviser representative in KY, MA and TX (CRD 6195903), 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 John Prys?

Through John'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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