Kirk Barrett is a CFP-designated registered investment advisor at Farther, based in Plano, TX, with 13 years of industry experience. Kirk operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 8,142 clients with $7.5B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Farther Finance Advisors offers investment management services through a wrap program. The annual fee covers investment advice, trade execution, custody, reporting, and account maintenance. The fee is negotiable up to 2% of the assets they manage, depending on the complexity of the account and the investments used.
Location
Plano, TX
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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
Kirk is a licensed insurance agent, spending minimal time on insurance sales and implementation of insurance recommendations. He is also dually registered with Silver Lake Capital Partners LLC and Level Four Financial, LLC, dedicating nearly all of his time to these roles.
Employment History
Current Registrations
Farther
Previous Registrations
Silver Lake Capital Partners
Raymond James Financial Services, INC.Broker
Raymond James Financial Services Advisors, INC
Fisher Investments
Avantax Advisory Services
Avantax Investment Services, INC.Broker
1st Global Capital CORP.Broker
State Registrations1 state
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.