# Andrea Barkley

> Andrea Barkley is a fee-only financial advisor at Punch & Associates in Edina, Minnesota. Punch & Associates reports charging a percentage of assets, fixed fees and performance-based fees on its Form ADV.

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

## Facts

- **Firm:** Punch & Associates
- **Based in:** Edina, Minnesota
- **Fee model (firm's Form ADV):** Percentage of assets; Fixed fees; Performance-based fees
- **Assets under management (firm):** $2.03B across 559 accounts
- **Works with:** Ultra high net worth
- **CRD:** 2780615 (https://adviserinfo.sec.gov/individual/summary/2780615)
- **SEC registration:** Investment adviser representative in MN
- **Exams passed:** Series 63 (1998), Series 65 (2013)
- **Firm size:** 34 employees
- **Disclosures:** None reported
- **Website:** http://punchinvest.com/

## Frequently asked questions

### Is Andrea Barkley a fee-only financial advisor?

Yes, according to SEC records as of October 29, 2026: Andrea holds no broker registration, and Punch & Associates reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.

### How does Andrea charge for financial advice?

Andrea's firm, Punch & Associates, reports charging a percentage of assets, fixed fees and performance-based fees on its SEC Form ADV.

### Where is Andrea Barkley based?

Andrea Barkley is based in Edina, Minnesota.

### Is Andrea Barkley registered with the SEC?

Yes. Andrea Barkley is registered as an investment adviser representative in MN (CRD 2780615), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.

### How much does Punch & Associates manage?

Punch & Associates reports $2.03B across 559 accounts in assets under management.

### How do I contact Andrea Barkley?

Through Andrea's website, punchinvest.com.

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/2780615): 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://punchinvest.com/): specialties, clients served, and fees, checked October 30, 2026

---

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