# William Baldwin

> William Baldwin is a fee-only financial advisor at Continuity Wealth Management in Portland, Oregon, who holds the ChFC credential. Continuity Wealth Management reports charging a percentage of assets on its Form ADV.

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

## Facts

- **Firm:** Continuity Wealth Management
- **Based in:** Portland, Oregon
- **Fee model (firm's Form ADV):** Percentage of assets
- **Assets under management (firm):** $214.3M across 613 accounts
- **Credentials:** ChFC
- **CRD:** 1837248 (https://adviserinfo.sec.gov/individual/summary/1837248)
- **SEC registration:** Investment adviser representative in OR, TX
- **Exams passed:** Series 63 (1988), Series 65 (1997)
- **Firm size:** 4 employees
- **Disclosures:** None reported
- **Website:** https://www.continuitywm.com

## Frequently asked questions

### Is William Baldwin a fee-only financial advisor?

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

### How does William charge for financial advice?

William's firm, Continuity Wealth Management, reports charging a percentage of assets on its SEC Form ADV.

### Where is William Baldwin based?

William Baldwin is based in Portland, Oregon.

### What credentials does William Baldwin hold?

William Baldwin holds the ChFC credential.

### Is William Baldwin registered with the SEC?

Yes. William Baldwin is registered as an investment adviser representative in OR and TX (CRD 1837248), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.

### How much does Continuity Wealth Management manage?

Continuity Wealth Management reports $214.3M across 613 accounts in assets under management.

### How do I contact William Baldwin?

Through William's website, www.continuitywm.com.

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/1837248): 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.