# Nathan Stewart

> Nathan Stewart 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.

Page: https://find.wellspent.co/advisors/nathan-stewart/
Built from SEC adviser records; last checked October 30, 2026.

## Facts

- **Firm:** Baldwin Wealth Partners
- **Based in:** Marion, Massachusetts
- **Fee model (firm's Form ADV):** Percentage of assets; Fixed fees
- **Assets under management (firm):** $2.33B across 2,100 accounts
- **CRD:** 5789916 (https://adviserinfo.sec.gov/individual/summary/5789916)
- **SEC registration:** Investment adviser representative in MA, TX
- **Exams passed:** Series 63 (2010), Series 65 (2023)
- **Firm size:** 34 employees
- **Disclosures:** None reported
- **Website:** https://www.baldwinbrothersinc.com

## Frequently asked questions

### Is Nathan Stewart a fee-only financial advisor?

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

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

### Where is Nathan Stewart based?

Nathan Stewart is based in Marion, Massachusetts.

### Is Nathan Stewart registered with the SEC?

Yes. Nathan Stewart is registered as an investment adviser representative in MA and TX (CRD 5789916), 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 Nathan Stewart?

Through Nathan's website, www.baldwinbrothersinc.com.

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/5789916): 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 and Form ADV: registration, exams, and firm facts, data as of October 29, 2026

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Source: Wellspent, the public graph of fee-only advisors (https://find.wellspent.co). No paid placement.