William Klein
Baldwin Wealth Partners · Greenvale, New York
William Klein is a fee-only financial advisor at Baldwin Wealth Partners in Greenvale, New York, who holds the CFA credential. Baldwin Wealth Partners reports charging a percentage of assets and fixed fees on its Form ADV.
Request an introduction to William →
Facts
| Firm | Baldwin Wealth Partners |
|---|---|
| Based in | Greenvale, New York |
| Fee model (firm's Form ADV) | Percentage of assets · Fixed fees |
| Assets under management | $2.33B across 2,100 accounts |
| Credentials | CFA |
| SEC registration | Investment adviser representative in MA, NY, TX · CRD 6857717 |
| Firm size | 34 employees |
| Disclosures | None reported |
| Website | www.baldwinbrothersinc.com |
How William's firm compares
- Baldwin Wealth Partners's average account is about $1.1 million, from its Form ADV (assets managed divided by 2,100 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 Klein a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: William holds no broker registration, and Baldwin Wealth Partners 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, Baldwin Wealth Partners, reports charging a percentage of assets and fixed fees on its SEC Form ADV.
Where is William Klein based?
William Klein is based in Greenvale, New York.
What credentials does William Klein hold?
William Klein holds the CFA credential.
Is William Klein registered with the SEC?
Yes. William Klein is registered as an investment adviser representative in MA, NY and TX (CRD 6857717), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Baldwin Wealth Partners manage?
Baldwin Wealth Partners reports $2.33B across 2,100 accounts in assets under management.
How do I contact William Klein?
Through William's website, www.baldwinbrothersinc.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.