Wells Fargo Advisors
47yrs
Top advisor by experience in Irvine
14yrs
Robert Trujillo
Financial advisor at The Baldwin Group Wealth Advisors
Robert Trujillo has worked in the financial industry for 14 years and is a fiduciary financial advisor based in Irvine, California. Robert has been with The Baldwin Group Wealth Advisors since 2022. 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 1708 advisors with offices in Irvine, and one of 1570 fiduciaries.
At a glance
Experience14 years (since 2012)
How that compares ?More experience than 51% of advisors at The Baldwin Group Wealth Advisors
Office2211 Michelson Suite 470, Irvine, CA 92612
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.
Career
- 2022 – nowThe Baldwin Group Wealth Advisors, LLCCurrent firm
Contact Robert
(813) 934-2743Firm headquarters in Tampa, FL. Ask for Robert. 2211 Michelson Suite 470Irvine, CA 92612Office · Get directions Firm websitewww.baldwin.com
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Questions to ask Robert
Tailored to Robert’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 Robert
How do I contact Robert?
Call The Baldwin Group Wealth Advisors at (813) 934-2743 and ask for Robert Trujillo. Robert works from the Irvine, CA office.
How long has Robert been a financial advisor?
Robert has been in the industry since 2012, about 14 years. More experience than 51% of advisors at The Baldwin Group Wealth Advisors.
What licenses does Robert hold?
Series 63, Series 65. Tap any license on this page to see what it allows.
Is Robert a fiduciary?
Robert is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Robert 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 Robert 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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