Barbara Fallon is a CFP-designated registered investment advisor at Apella Wealth, based in Mt. Pleasant, SC, with 1 years of industry experience. Barbara operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Charitable Giving, Education Planning, Estate Planning, Financial Planning & Coaching, and 5 more. Their firm serves 8,503 clients with $11B 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% |
Standard annual advisory fee for new client relationships is up to 1.50% of assets under management, with a maximum rate of 1.70% on certain acquired accounts. Fees are negotiable and use a tiered breakpoint structure depending on the agreement.
Fee Estimator
Location
409 Coleman Blvd, Ste 100, Mt. Pleasant, SC, 29464
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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
Barbara is self-employed as a landlord for residential real estate, a role she began in April 2024. She dedicates a few hours per week to property management.
Employment History
Current Registrations
Apella Wealth
Previous Registrations
Morris Financial Concepts, INC.
State Registrations2 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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