# Peter Baden

> Peter Baden is a fee-only financial advisor at Crew Capital in Cincinnati, Ohio, who holds the CFA credential. Peter charges a percentage of assets and focuses on retirement planning, estate & legacy planning and tax planning.

Page: https://find.wellspent.co/advisors/peter-baden/
Built from SEC adviser records and the firm's website; last checked October 30, 2026.

## Facts

- **Firm:** Crew Capital
- **Based in:** Cincinnati, Ohio
- **Fee model:** Percentage of assets
- **Assets under management (firm):** $235.4M across 539 accounts
- **Credentials:** CFA
- **Specialties:** Retirement planning, Estate & legacy planning, Tax planning
- **Works with:** Retirees, Pre-retirees
- **CRD:** 2184899 (https://adviserinfo.sec.gov/individual/summary/2184899)
- **SEC registration:** Investment adviser representative in OH
- **Exams passed:** Series 63 (2005)
- **Firm size:** 7 employees
- **Disclosures:** None reported
- **Website:** http://www.crewcapital.com

## Frequently asked questions

### Is Peter Baden a fee-only financial advisor?

Yes, according to SEC records as of October 29, 2026: Peter holds no broker registration, and Crew Capital reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.

### How does Peter charge for financial advice?

Peter charges a percentage of assets.

### Where is Peter Baden based?

Peter Baden is based in Cincinnati, Ohio.

### What does Peter specialize in?

Peter's specialties include retirement planning, estate & legacy planning and tax planning. Peter works with retirees and pre-retirees.

### What credentials does Peter Baden hold?

Peter Baden holds the CFA credential.

### Is Peter Baden registered with the SEC?

Yes. Peter Baden is registered as an investment adviser representative in OH (CRD 2184899), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.

### How much does Crew Capital manage?

Crew Capital reports $235.4M across 539 accounts in assets under management.

### How do I contact Peter Baden?

Through Peter's website, www.crewcapital.com.

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/2184899): 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
- The firm's website (https://crewcapital.com/): specialties, clients served, and fees, checked October 30, 2026

---

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