Barbara Clemons
Barbara Clemons is a CFP, ChFC-designated registered investment advisor at Clemons Financial Education Company, based in Fairport, NY, with 30 years of industry experience. Barbara operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, High Net Worth, and 3 more.
Compensation
Firm Size
IM Fee
Fee Structure
- Project-based financial planning — $1,500 to $7,500 on a fixed fee basis, depending on the complexity of your situation, covering topics such as retirement, cash flow, estate planning, and debt management.
- Hourly financial planning — $250 to $500 per hour for specific financial consulting needs.
Location
Fairport, NY
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Regulatory History
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.
Learn about disclosures →Employment History
Current Registrations
Clemons Financial Education Company
Previous Registrations
LPL Financial LLC
LPL Financial LLC
Esl Investment Services, LLCBroker
LPL Financial LLCBroker
MML Investors Services, LLCBroker
Metlife Securities INC.Broker
Metropolitan Life Insurance CompanyBroker
Lincoln Financial Advisors CorporationBroker
The Lincoln National Life Insurance CompanyBroker
Manning & Napier Investor Services, INC.Broker
Lincoln Financial Advisors CorporationBroker
Cigna Financial Advisors,inc.Broker
Gna Securities, INC.Broker
Am&m Investment Brokers, INC.Broker
Empire National Securities, IncorporatedBroker
First Investors CorporationBroker
State Registrations1 state
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.
Exams
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