Howard Barnett
Howard Barnett is a registered investment advisor at Spire Wealth Management, LLC, based in Mclean, VA, with 34 years of industry experience. Howard operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, High Net Worth, Insurance Planning, and 3 more. Their firm serves 9,489 clients with $4.6B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Spire Wealth Management's annual account management fees are based on a percentage of the value of your portfolio and generally range from 0.02% to 2.25%. The specific fee schedule is disclosed in your Investment Management Agreement. While Spire doesn't have a strict minimum account size, they generally prefer a minimum of $25,000 under management, though this may be negotiable. Fees are usually paid monthly.
Location
7901 Jones Branch Dr., Suite 810, Mclean, VA, 22102
Get directionsHistory
Regulatory History (1)
Customer Dispute
July 2000Other Business ActivitiesSells Insurance
Howard is a musician in the Mid Life Crisis Band, co-trustee for a 401k, and owns Barnett Financial Group with his spouse. He also sells insurance through Barnett Financial Group and is involved in screenplay marketing, dedicating a few hours per week to each.
Employment History
Current Registrations
Spire Securities, LLCBroker
Spire Wealth Management, LLC
Previous Registrations
Wells Fargo Advisors Financial Network, LLCBroker
Wells Fargo Advisors Financial Network, LLC
UBS Financial Services INC.
UBS Financial Services INC.Broker
First Union Capital Markets CORP.Broker
State Registrations11 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.