Advisor at Integrated Wealth Concepts LLC
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Location
Piseco, NY
Credentials
Series 63, Series 65
Industry experience
28 years
Kirk Baur is a financial advisor with Integrated Wealth Concepts LLC, holding Series 63 and Series 65 credentials and bringing 28 years of industry experience. His prior work includes roles at LPL Financial and DaVinci Financial Designs LLC. Integrated Wealth Concepts LLC is a national enterprise wealth management firm serving individuals, high-net-worth clients, families, trusts, estates, businesses, retirement plans, and charitable organizations through a network of approximately 452 advisors. The firm offers discretionary investment management, financial planning, retirement plan advisory, and family office services, delivering customized portfolios via independent advisors using both internal and third-party asset management strategies.
Based on Integrated Wealth Concepts LLC
Based on Integrated Wealth Concepts LLC
Fixed fees for financial planning and family office services; fees are negotiated based on complexity and services provided.
$0 - $1,499,999: 0.20% $1,500,000 - $2,999,999: 0.18% $3,000,000+: 0.15%
Advisory Persons who are registered representatives earn commissions separately; commission-based compensation is in addition to advisory fees.
Hourly rates are available for financial planning services; specific rates are negotiable and disclosed on a case-by-case basis.
Account minimum: $2,500
Piseco, NY
New Jersey · New York · Texas
Integrated Wealth Concepts, LLC
2019 - Present (7 years)
LPL Financial
2014 - 2026 (12 years)
DaVinci Financial Designs LLC
2014 - 2019 (5 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is not active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Not sure where to start?
We'll help you think it through — whether you ultimately need an advisor or not.
Warmer helps you compare advisors clearly — so you can choose with confidence.
Warmer provides personalized recommendations and introductions to independent fiduciary advisors. We do not supervise advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
Each advisor listed on our site is an independent fiduciary responsible for their own advice. Warmer may receive fees from advisors for participation or referrals; these fees are paid by advisors and do not affect the fees clients pay for advisory services.
For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Please review an advisor's Form ADV and do your own diligence before entering into an advisory relationship.
By using our service, you agree to Warmer's Terms of Service and Advisory Agreement and Privacy Policy. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. ("Warmer")
