Andrew Barnes is a CFP-designated registered investment advisor at Childfree Wealth, based in Youngville, NC, with 21 years of industry experience. Andrew 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, Insurance Planning, and 3 more. Their firm serves 10 clients with $21M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Childfree Wealth bundles investment management together with comprehensive financial planning. The combined service costs between $10,000 and $15,000 per year, paid quarterly in advance, and this fee is subject to a 3% annual inflation adjustment.
Location
Youngville, NC
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Learn about disclosures →Employment History
Current Registrations
Childfree Wealth
Previous Registrations
Hapanowicz Financial
LPL Financial LLCBroker
The Leaders Group, INC.Broker
Investacorp, INC.Broker
Pruco Securities, LLC.Broker
Pacific Select Distributors, LLCBroker
Wells Fargo Advisors, LLC
Wells Fargo Advisors, LLCBroker
Lincoln Financial Distributors, INC.Broker
Lincoln Financial Distributors, INC.
Jefferson Pilot Securities CorporationBroker
First Tennessee Brokerage, INC.Broker
Amvescap Services, INC.Broker
Invesco Distributors, INC.Broker
State Registrations1 state
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