Barnett Financial Planning provides financial planning and investment advisory services to individuals and families. Services include financial status evaluation, cash flow and debt management, risk management, college funding, retirement planning, estate planning, tax planning, and asset allocation. Barnett Financial Planning employs fundamental, long-term financial planning and investment strategies.
Assets Under Management$60M
Clients44
Advisors1
Avg. per Client$1.4M
Avg. per Advisor$60M
Fee Structure
Barnett Financial Planning offers an annual retainer service that includes a financial planning fee of $4,000 in the first year, plus an ongoing annual fee for advisory services based on your investable assets:
- Less than $500,000 — $3,500 per year
- $500,000 to $999,999 — $5,500 per year
- $1,000,000 to $1,999,999 — $7,500 per year
- $2,000,000 and above — $11,500 per year
- Written financial plan including investment analysis, recommendations, and retirement planning with Monte Carlo analysis — $4,000, with $500 non-refundable deposit
- Additional modules such as estate planning and taxation — billed hourly at $300/hour
Annual Retainer:$3,500 - $11,500/year
One-Time Plan:$4,000
Hourly Rate:$300/hr
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