BARNES PETTEY FINANCIAL ADVISORS, LLC
SEC RegisteredYour financial goals, aspirations and investment needs are just that – yours.
About the firm
Barnes Pettey provides personalized financial planning based on individual goals, time frames, and risk tolerance. Rather than offering off-the-shelf investment programs, the firm delivers customized combinations of financial services, support, and guidance to help clients pursue their personal financial goals.
Firm Focus
Client segments reported on the firm's SEC Form ADV — applies to all advisors at the firm.
Areas of expertise
Services
Personalized financial planning, corporate retirement plans, endowments and foundations management, wealth management for families, and retirement wealth nurturing.
Who they serve
Corporate retirement plans, endowments and foundations, families, and retirees.
| Client segment | Clients | Assets managed |
|---|---|---|
| Individuals (Non-HNW) | 2,079 | $322M |
| High Net Worth Individuals | 945 | $667M |
| Charitable Organizations | 17 | $33M |
| State/Municipal Entities | 18 | — |
95 total clients reported on Form ADV.
Leadership
Office locations
Advisors at this firm
8 advisors in the directory
Regulatory & compliance
| Asset tier | Annual rate |
|---|---|
| Up to $1,000,000 | 1.25% |
| Over $1,000,000 to $2,000,000 | 1.10% |
| Over $2,000,000 to $5,000,000 | 0.95% |
| Over $5,000,000 to $10,000,000 | 0.80% |
| Over $10,000,000 | 0.65% |
Data as of April 2, 2026 · Source: SEC IAPD & FINRA BrokerCheck
Contact Information
This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. BARNES PETTEY FINANCIAL ADVISORS, LLC has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on the SEC or FINRA websites before making any decision.
BrokerCheck data is used subject to the FINRA BrokerCheck Terms of Use. Found something inaccurate? Report inaccurate data and we will correct any error we introduced. Errors in the underlying BrokerCheck record itself are referred to FINRA, which maintains that record.
Find the right advisor for you
Take the free 3-minute assessment to get matched with advisors who fit your goals.
Get Matched