Merrill
46yrs
Top advisor by experience in Leesburg
22yrs
James Maulfair
Full name on record: James E Maulfair
Financial advisor at The Baldwin Group Wealth Advisors
Based in Leesburg, Virginia, James Maulfair is a fiduciary financial advisor with 22 years of industry experience. James has been with The Baldwin Group Wealth Advisors since 2025; before that, James spent nine years at Kestra Advisory Services and two years at Kestra Investment Services. The Baldwin Group Wealth Advisors offers financial planning, investment management, and retirement plan consulting and is paid through a percentage of assets, hourly fees, and flat fees.
One of 161 advisors with offices in Leesburg, and one of 152 fiduciaries.
At a glance
Experience22 years (since 2005)
How that compares ?More experience than 68% of advisors at The Baldwin Group Wealth Advisors
Office20 S. King Street, Leesburg, VA 20175
How the firm is paid ?Percent of assets, Hourly, Flat fee, Other
Typical client at the firm ?$558,718
Advisors at the firm47
States licensed ?1 state
Services through The Baldwin Group Wealth Advisors
Financial planningInvestment management for individuals and small businessesInvestment management for businesses and institutionsRetirement plan consultingChoosing other investment managersEducational seminars and workshops
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Series 66Uniform Combined State Law Examination
Career
- Jan 2025 – nowThe Baldwin Group Wealth Advisors, LLCCurrent firm
- 2016 – 2025Kestra Advisory Services, LLCPreviously
- 2014 – 2016Kestra Investment Services, LLCPreviously
- 2008 – 2014Financial Telesis Inc.Previously
- 2006 – 2008Principal Securities, Inc.Previously
Contact James
20 S. King StreetLeesburg, VA 20175Office · Get directions Firm main line(813) 934-2743Headquarters: The Baldwin Group Wealth Advisors · Tampa, FL Firm websitewww.baldwin.com
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Questions to ask James
Tailored to James’s registration and firm.
- What does a financial plan with you include, and how often is it updated?
- If you use outside managers, how are they chosen and what do they cost on top of your fee?
- Where would my money be held, and will I get statements directly from that firm?
- What would I pay in total each year, in dollars, including fund and trading costs?
My notes and scorecard
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About James
How do I contact James?
Call The Baldwin Group Wealth Advisors at (813) 934-2743 and ask for James Maulfair. James works from the Leesburg, VA office.
How long has James been a financial advisor?
James has been in the industry since 2005, about 22 years. More experience than 68% of advisors at The Baldwin Group Wealth Advisors.
What licenses does James hold?
Series 66. Tap any license on this page to see what it allows.
Is James a fiduciary?
James is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is James paid?
The Baldwin Group Wealth Advisors reports being paid by a percentage of the assets they manage, hourly fees, flat or fixed fees, other fees. Ask James for your total yearly cost in dollars.
Official record as of October 3, 2026.
This profile is for information only and is not financial advice or a recommendation.
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