Barry Catlett
Barry Catlett is a registered investment advisor at Mwa Financial Services, INC., based in Chattanooga, TN, with 15 years of industry experience. Barry is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Education Planning, High Net Worth, Insurance Planning, Investment Management, and 2 more. Their firm serves 2,012 clients with $640M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.50% |
Adviser-managed and third-party managed accounts charge annual fees ranging from 0.25% to 1.50% of assets under management. Fees are negotiable.
Fee Estimator
Location
6505 Lee Highway, Chattanooga, TN, 37421
Get directionsHistory
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
Barry is an agent for Cornerstone Insurance, owner of Catlett Wealth Management, and owner of Ramp Access, a company that builds handicap ramps. He spends about a quarter of his time on Ramp Access.
Employment History
Current Registrations
Mwa Financial Services, INC.
Mwa Financial Services INC.Broker
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
More Advisors
- Melissa Cross, CFPUBS Financial Services INC.
- James Graham, CFPM Holdings Securities, INC.
- Kristin Bell, CFASimon Quick Advisors, LLC
- Suzanne Burrell, CFPCapital Square, LLC
- Donald Vanlandingham, PFSGuardian Wealth Management, LLC
- Tague Goodhue, CFAPantheon Investments