Steven Baldwin
The Road Ahead Wealth Management · Woodinville, Washington
Steven Baldwin is a fee-only financial advisor at The Road Ahead Wealth Management in Woodinville, Washington. The Road Ahead Wealth Management reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.
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Facts
| Firm | The Road Ahead Wealth Management |
|---|---|
| Based in | Woodinville, Washington |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Assets under management | $12.9M across 29 accounts |
| SEC registration | Investment adviser representative in WA · CRD 7775027 |
| Exams passed | Series 65 (2023) |
| Firm size | 1 employee |
| Disclosures | None reported |
How Steven's firm compares
- The Road Ahead Wealth Management's average account is about $445,000, from its Form ADV (assets managed divided by 29 accounts).
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Questions about Steven
Is Steven Baldwin a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Steven holds no broker registration, and The Road Ahead Wealth Management reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Steven charge for financial advice?
Steven's firm, The Road Ahead Wealth Management, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
Where is Steven Baldwin based?
Steven Baldwin is based in Woodinville, Washington.
Is Steven Baldwin registered with the SEC?
Yes. Steven Baldwin is registered as an investment adviser representative in WA (CRD 7775027), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does The Road Ahead Wealth Management manage?
The Road Ahead Wealth Management reports $12.9M across 29 accounts in assets under management.
How do I contact Steven Baldwin?
Contact details aren't on file yet. Search for The Road Ahead Wealth Management.
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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