Katherine Kuntz
Baldwin Wealth Partners · Louisville, Kentucky
Katherine Kuntz is a fee-only financial advisor at Baldwin Wealth Partners in Louisville, Kentucky, who holds the CFA credential. 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 | Louisville, Kentucky |
| Fee model (firm's Form ADV) | Percentage of assets · Fixed fees |
| Assets under management | $2.33B across 2,100 accounts |
| Credentials | CFA |
| SEC registration | Investment adviser representative in KY, MA, TX · CRD 6195904 |
| Firm size | 34 employees |
| Disclosures | None reported |
| Website | www.baldwinbrothersinc.com |
How Katherine'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 Katherine
Is Katherine Kuntz a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Katherine 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 Katherine charge for financial advice?
Katherine's firm, Baldwin Wealth Partners, reports charging a percentage of assets and fixed fees on its SEC Form ADV.
Where is Katherine Kuntz based?
Katherine Kuntz is based in Louisville, Kentucky.
What credentials does Katherine Kuntz hold?
Katherine Kuntz holds the CFA credential.
Is Katherine Kuntz registered with the SEC?
Yes. Katherine Kuntz is registered as an investment adviser representative in KY, MA and TX (CRD 6195904), 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 Katherine Kuntz?
Through Katherine'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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