BARNES WEALTH MANAGEMENT GROUP
SEC RegisteredHelping You Pursue True Wealth
About the firm
At Barnes Wealth Management Group, our goal is to help you pursue your goals, whether you're just getting started, preparing for retirement, or well into your golden years. The passion of our financial advisors is to help people from all walks of life find their own vision of true wealth.
Firm Focus
Client segments reported on the firm's SEC Form ADV — applies to all advisors at the firm.
Areas of expertise
Services
Financial Planning, Investment Management, Retirement Planning, Tax Planning, Estate Planning, and Private Client Services for highly complex needs. Also offers specialized services for those retiring from Chevron and retirement plan consulting through Ironwood Retirement Plan Consultants.
Who they serve
Young professionals looking to grow wealth and eliminate debt, individuals looking to protect and grow accumulated assets, those preparing for retirement, and retirees seeking to protect their legacy.
| Client segment | Clients | Assets managed |
|---|---|---|
| Individuals (Non-HNW) | 709 | $136M |
| High Net Worth Individuals | 124 | $167M |
| Investment Companies | 0 | — |
| Pooled Investment Vehicles | 0 | $0 |
| Pension/Profit Sharing Plans | 0 | $0 |
| Charitable Organizations | 41 | $169M |
| State/Municipal Entities | 6 | — |
| Insurance Companies | 0 | — |
| Sovereign Wealth Funds | 0 | — |
| Corporations | 0 | $0 |
0 total clients reported on Form ADV.
Leadership
Office locations
Advisors at this firm
7 advisors in the directory
Regulatory & compliance
| Asset tier | Annual rate |
|---|---|
| 0 to $249,999 | 1.30% |
| $250,000 to $499,999 | 1.20% |
| $500,000 to $999,999 | 1.10% |
| $1,000,000 to $2,999,999 | 1.00% |
| $3,000,000 to $4,999,999 | 0.90% |
| $5,000,000 and above | 0.80% |
Data as of March 17, 2026 · Source: SEC IAPD & FINRA BrokerCheck
Contact Information
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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 WEALTH MANAGEMENT GROUP 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.