William Baldwin
Continuity Wealth Management · Portland, Oregon
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.
Request an introduction to William →
Facts
| Firm | Continuity Wealth Management |
|---|---|
| Based in | Portland, Oregon |
| Fee model (firm's Form ADV) | Percentage of assets |
| Assets under management | $214.3M across 613 accounts |
| Credentials | ChFC |
| SEC registration | Investment adviser representative in OR, TX · CRD 1837248 |
| Exams passed | Series 63 (1988) · Series 65 (1997) |
| Firm size | 4 employees |
| Disclosures | None reported |
| Website | www.continuitywm.com |
How William's firm compares
- Continuity Wealth Management's average account is about $350,000, from its Form ADV (assets managed divided by 613 accounts).
Request an introduction to William
Tell William a little about what you're looking for. William isn't on Wellspent yet, so we'll let them know you're looking for help and pass your message on when they join. No cost, no obligation.
Questions about William
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.
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.
See something wrong? Request a correction. Read our methodology.