Barry Bartlett
Barry Bartlett is a registered investment advisor at Knox Wealth Partners Advisory, based in Knoxville, TN, with 36 years of industry experience. Barry operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Estate Planning, Insurance Planning, Retirement Planning. Their firm serves 482 clients with $230M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Knox Wealth Partners Advisory's investment management fees are negotiable but will not exceed 2.5% annually, based on factors like account size, management style, complexity, investment type, and time required.
Location
10710 Murdock Drive, Suite 101, Knoxville, TN, 37932
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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 →Other Business ActivitiesSells Insurance
Barry is a principal agent for non-variable insurance, dedicating minimal time. He also operates Knox Wealth Partners and Knox Wealth Partners Advisory, spending about 10-20% of his time on the former and nearly full-time on the latter, providing investment advisory services.
Employment History
Current Registrations
Knox Wealth Partners Advisory
LPL Financial LLCBroker
Previous Registrations
LPL Financial LLC
Investment Professionals, INC.
Investment Professionals, INC.Broker
LPL Financial Corporation
LPL Financial CorporationBroker
Aetna Investment Services, INC.Broker
Aetna Life Insurance and Annuity CompanyBroker
Edward D. Jones & CO., L.P.Broker
State Registrations3 states
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.