BS
BS
Barry Spencer
13 Years of Experience
Alpharetta, GA
1 Disclosure
Barry Spencer is a registered investment advisor at Wealth with No Regrets®, based in Alpharetta, GA, with 13 years of industry experience. Barry operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Charitable Giving, Estate Planning, High Net Worth, and 4 more. Their firm serves 207 clients with $190M in assets under management.
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
7 advisors
Number of Clients
207 clients
Average Client Portfolio
$936K average
Assets Under Management
$193.7M
Fee Structure
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.40% |
The annual portfolio management fee is up to 1.4%.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location
12600 Deerfield Parkway, Suite 475, Alpharetta, GA, 30004
Get directionsHistory
Regulatory History (1)
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Customer Dispute
September 2018Settled
Employment History
Current Registrations
Wealth with No Regrets®
September 2012 - Present · 13 yrs 8 mos
State Registrations3 states
FLGATX
Advisor
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.