# Amy Barrett

> Amy Barrett is a fee-only financial advisor at Barrett Wealth Connection in Spring Grove, Illinois, who holds the CFP and CFA credentials. Amy charges hourly fees.

Page: https://find.wellspent.co/advisors/amy-barrett/
Built from SEC adviser records and the firm's website; last checked October 30, 2026.

## Facts

- **Firm:** Barrett Wealth Connection
- **Based in:** Spring Grove, Illinois
- **Fee model:** Hourly
- **Assets under management (firm):** $148.0M across 419 accounts
- **Credentials:** CFP, CFA
- **Works with:** Divorced individuals
- **CRD:** 1459516 (https://adviserinfo.sec.gov/individual/summary/1459516)
- **SEC registration:** Investment adviser representative in CO, IL, TX
- **Firm size:** 3 employees
- **Disclosures:** None reported
- **Website:** http://www.bwconnect.co

## Frequently asked questions

### Is Amy Barrett a fee-only financial advisor?

Yes, according to SEC records as of October 29, 2026: Amy holds no broker registration, and Barrett Wealth Connection reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.

### How does Amy charge for financial advice?

Amy charges hourly fees.

### Where is Amy Barrett based?

Amy Barrett is based in Spring Grove, Illinois.

### What credentials does Amy Barrett hold?

Amy Barrett holds the CFP and CFA credentials.

### Is Amy Barrett registered with the SEC?

Yes. Amy Barrett is registered as an investment adviser representative in CO, IL and TX (CRD 1459516), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.

### How much does Barrett Wealth Connection manage?

Barrett Wealth Connection reports $148.0M across 419 accounts in assets under management.

### How do I contact Amy Barrett?

Through Amy's website, www.bwconnect.co.

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/1459516): the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- SEC Investment Adviser Public Disclosure and Form ADV: registration, exams, and firm facts, data as of October 29, 2026
- The firm's website (https://bwconnect.co/): specialties, clients served, and fees, checked October 30, 2026

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Source: Wellspent, the public graph of fee-only advisors (https://find.wellspent.co). No paid placement.