William Marvel
Baldwin Wealth Partners · Marion, Massachusetts
William Marvel is a fee-only financial advisor at Baldwin Wealth Partners in Marion, Massachusetts. Baldwin Wealth Partners reports charging a percentage of assets and fixed fees on its Form ADV.
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Facts
| Firm | Baldwin Wealth Partners |
|---|---|
| Based in | Marion, Massachusetts |
| Fee model (firm's Form ADV) | Percentage of assets · Fixed fees |
| Assets under management | $2.33B across 2,100 accounts |
| SEC registration | Investment adviser representative in MA, TX · CRD 2301461 |
| Exams passed | Series 63 (2003) · Series 65 (2001) |
| 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).
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Questions about William
Is William Marvel 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 Marvel based?
William Marvel is based in Marion, Massachusetts.
Is William Marvel registered with the SEC?
Yes. William Marvel is registered as an investment adviser representative in MA and TX (CRD 2301461), 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 Marvel?
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.
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