Zachary Barton is a CFP-designated registered investment advisor at Barton Financial Group LLC, based in Kyle, TX, with 12 years of industry experience. Zachary operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Corporate Executives, Education Planning, Estate Planning, and 8 more. Their firm serves 65 clients with $25M 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 $500K | 1.25% |
| $500K - $1.5M | 1.00% |
| $1.5M - $5.0M | 0.90% |
| $5M+ | 0.65% |
Financial Planning Clients receive a reduced Investment Management Fee. Limited Financial Planning Clients: $0 - $500,000: 1.00%, $500,001 - $1,500,000: 0.95%, $1,500,001 - $5,000,000: 0.85%, $5,000,001 and Above: 0.60%. Premier Financial Planning Clients: $0 - $500,000: 1.00%, $500,001 - $1,500,000: 0.85%, $1,500,001 - $5,000,000: 0.70%, $5,000,001 and Above: 0.49%.
Fee Estimator
Contact
Zachary Barton
Location
107 S. Main Street Unit A, Kyle, TX, 78640
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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 Activities
Zachary is a co-owner of Word Place Properties. This activity takes minimal time.
Employment History
Current Registrations
Barton Financial Group LLC
Previous Registrations
Eagle Strategies LLC
Nylife Securities LLCBroker
State Registrations1 state
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