Amy Barrett
Barrett Wealth Connection · Spring Grove, Illinois
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.
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Who they serve
- Divorced individuals
Facts
| Firm | Barrett Wealth Connection |
|---|---|
| Based in | Spring Grove, Illinois |
| Fee model | Hourly |
| Assets under management | $148.0M across 419 accounts |
| Credentials | CFP · CFA |
| SEC registration | Investment adviser representative in CO, IL, TX · CRD 1459516 |
| Firm size | 3 employees |
| Disclosures | None reported |
| Website | www.bwconnect.co |
| Profile |
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Questions about Amy
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.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- SEC adviser records : 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
- Barrett Wealth Connection website : specialties, clients served, and fees, checked October 30, 2026
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
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