Kimberly Swift
Baldwin Wealth Partners · Marion, Massachusetts
Kimberly Swift 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.
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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 MA, TX · CRD 2422848 |
| Exams passed | Series 63 (1995) · Series 65 (2026) |
| Firm size | 34 employees |
| Disclosures | None reported |
| Website | www.baldwinbrothersinc.com |
How Kimberly'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 Kimberly
Is Kimberly Swift a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Kimberly 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 Kimberly charge for financial advice?
Kimberly's firm, Baldwin Wealth Partners, reports charging a percentage of assets and fixed fees on its SEC Form ADV.
Where is Kimberly Swift based?
Kimberly Swift is based in Marion, Massachusetts.
Is Kimberly Swift registered with the SEC?
Yes. Kimberly Swift is registered as an investment adviser representative in MA and TX (CRD 2422848), 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 Kimberly Swift?
Through Kimberly'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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