Firm Information

Compensation
Fee-Only (AUM)Fixed/Hourly
Number of Advisors
35 advisors
Number of Clients
1,833 clients
Average Client Portfolio
$11.5M average
Assets Under Management
$21.0B

Fee Structure

Financial Plan Fee:$2,000 - $25,000
Hourly Rate:$150 - $750/hr

Fees for investment management vary between 0.25% and 1.75% annually, depending on the region, third-party independent program selections, and requested services. Financial planning and consulting fees range from $150 to $750 per hour or a flat fee of $2,000 to $25,000, depending on the scope and complexity of the engagement. Clients may also incur transaction charges and fund expenses. Retirement plan services fees generally range between 0.07% and 0.80% of plan assets.

Areas of Practice
Investment ManagementRetirement PlanningTax PlanningEstate PlanningEducation PlanningFinancial Planning & Coaching
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Advisor Information

Office location

4211 W. Boy Scout Blvd., Suite 800, Tampa, FL, 33607

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Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business ActivitiesSells Insurance

Darin is a registered investment advisor with The Baldwin Group Wealth Advisors, an employee of The Baldwin Insurance Group, a director at BBHC Inc., a registered representative with Equitable Advisors, a trustee of various family trusts, and president of BGHC Inc. Darin also has a referral arrangement with his employer for insurance products and owns Maison Gibson Holdings, LLC.

Employment History
Current Registrations
The Baldwin Group Wealth Advisors, LLC
March 2021 - Present · 4 yrs 10 mos
Equitable Advisors, LLC Broker
December 1995 - Present · 30 yrs 1 mo
Previous Registrations
Burnham Gibson Wealth Advisors, INC.
December 2015 - March 2021 · 5 yrs 3 mos
AXA Advisors, LLC
February 2000 - September 2016 · 16 yrs 7 mos
The Equitable Life Assurance Society of the United StatesBroker
December 1995 - January 2000 · 4 yrs 1 mo
State Registrations4 states
AZCATXWA
AdvisorBrokerBoth
Exams
No exam information available for this advisor.