Robert Carpenter
Baltimore-Washington Financial Advisors · Columbia, Maryland
Robert Carpenter is a fee-only financial advisor at Baltimore-Washington Financial Advisors in Columbia, Maryland. Baltimore-Washington Financial Advisors reports charging a percentage of assets on its Form ADV.
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Facts
| Firm | Baltimore-Washington Financial Advisors |
|---|---|
| Based in | Columbia, Maryland |
| Fee model (firm's Form ADV) | Percentage of assets |
| Assets under management | $2.99B across 5,301 accounts |
| SEC registration | Investment adviser representative in MD, TX · CRD 1992563 |
| Exams passed | Series 63 (1989) · Series 65 (1999) |
| Firm size | 36 employees |
| Disclosures | Reported; see the SEC record |
| Website | www.bwfa.com |
How Robert's firm compares
- Baltimore-Washington Financial Advisors's average account is about $563,000, from its Form ADV (assets managed divided by 5,301 accounts).
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Questions about Robert
Is Robert Carpenter a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Robert holds no broker registration, and Baltimore-Washington Financial Advisors reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Robert charge for financial advice?
Robert's firm, Baltimore-Washington Financial Advisors, reports charging a percentage of assets on its SEC Form ADV.
Where is Robert Carpenter based?
Robert Carpenter is based in Columbia, Maryland.
Is Robert Carpenter registered with the SEC?
Yes. Robert Carpenter is registered as an investment adviser representative in MD and TX (CRD 1992563), per SEC Investment Adviser Public Disclosure data as of October 29, 2026. The record lists disclosures; see the SEC record for details.
How much does Baltimore-Washington Financial Advisors manage?
Baltimore-Washington Financial Advisors reports $2.99B across 5,301 accounts in assets under management.
How do I contact Robert Carpenter?
Through Robert's website, www.bwfa.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Other fee-only advisors in Columbia
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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