Kristopher Barney is a CFA-designated registered investment advisor at 30-40 Wealth Partners, based in Cornelius, NC, with 5 years of industry experience. Kristopher operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Corporate Executives, Education Planning, Estate Planning, Financial Planning & Coaching, and 5 more. Their firm serves 53 clients with $110M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.3M | 1.00% |
| $1.3M - $2.5M | 0.80% |
| $2.5M - $5.0M | 0.50% |
| $5M+ | 0.25% |
Includes ongoing comprehensive financial planning. Minimum annual fee of $12,500 applies.
Fee Estimator
Location
Cornelius, NC
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Kris Barney offers consulting services for real estate and financial technology companies, dedicating a few hours per week. His household also receives payments and royalties from book sales.
Employment History
Current Registrations
30-40 Wealth Partners
State Registrations4 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.
Exams
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