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Michael Barron

23 Years of Experience
Weatherford, TX
BrokerSells Insurance

Michael Barron is a registered investment advisor at Commonwealth Financial Network, based in Weatherford, TX, with 23 years of industry experience. Their practice areas include Financial Planning & Coaching, Investment Management, Retirement Planning. Their firm serves 399,450 clients with $210B in assets under management.

Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
3079 advisors
Number of Clients
399,450 clients
Average Client Portfolio
$525K average
Assets Under Management
$209.7B

Fee Structure

Commonwealth Financial Network offers investment management through various programs like PPS Custom, PPS Select, and PPS Direct. Fees are generally calculated as a percentage of your portfolio, including cash and money market positions. The exact fees vary depending on the specific program and the agreement between you and your advisor.

Commonwealth generally offers two types of fee schedules: blended and breakpoint. With a blended schedule, different portions of your portfolio are charged at different rates. With a breakpoint schedule, the fee rate declines as your portfolio value reaches certain levels. All fees are negotiable between the advisor and client.

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Location

1913 Martin Dr, Weatherford, TX, 76086

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History

Regulatory History
Clean regulatory record

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.

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Other Business ActivitiesSells Insurance

Michael owns Barron Wealth Advisors, LLC, which facilitates securities, advisory, and insurance business, dedicating nearly all of his time to it. He also owns Texas Financial Divorce Solutions, LLC for divorce planning and provides tax preparation services through Barron Wealth Strategies, dedicating minimal time to each, and sells fixed insurance.

Employment History
Current Registrations
Commonwealth Financial Network
February 2024 - Present · 2 yrs 3 mos
Commonwealth Financial Network
February 2024 - Present · 2 yrs 3 mos
Commonwealth Financial NetworkBroker
February 2024 - Present · 2 yrs 3 mos
Previous Registrations
Raymond James Financial Services Advisors, INC
December 2010 - February 2024 · 13 yrs 2 mos
Raymond James Financial Services, INC.Broker
December 2010 - February 2024 · 13 yrs 2 mos
Edward Jones
February 2007 - November 2010 · 3 yrs 9 mos
Edward JonesBroker
March 2003 - November 2010 · 7 yrs 8 mos
State Registrations2 states
TXWA
AdvisorBrokerBoth

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
No exam information available for this advisor.
Michael Barron - Financial Advisor | TrueAdvisor