# Andrew Yee

> Andrew Yee is a fee-only financial advisor at Barnes Pettey Financial Advisors in Clarksdale, Mississippi, who holds the CFP credential. Andrew focuses on estate & legacy planning. Barnes Pettey Financial Advisors reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.

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

## Facts

- **Firm:** Barnes Pettey Financial Advisors
- **Based in:** Clarksdale, Mississippi
- **Fee model (firm's Form ADV):** Percentage of assets; Hourly; Fixed fees
- **Accepting new clients:** Yes (firm's website)
- **Assets under management (firm):** $1.31B across 3,303 accounts
- **Credentials:** CFP
- **Specialties:** Estate & legacy planning
- **CRD:** 5121728 (https://adviserinfo.sec.gov/individual/summary/5121728)
- **SEC registration:** Investment adviser representative in MS, TX
- **Exams passed:** Series 66 (2007)
- **Firm size:** 13 employees
- **Disclosures:** None reported
- **Website:** http://www.barnespettey.com

## Frequently asked questions

### Is Andrew Yee a fee-only financial advisor?

Yes, according to SEC records as of October 29, 2026: Andrew holds no broker registration, and Barnes Pettey Financial Advisors reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.

### How does Andrew charge for financial advice?

Andrew's firm, Barnes Pettey Financial Advisors, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.

### Where is Andrew Yee based?

Andrew Yee is based in Clarksdale, Mississippi.

### What does Andrew specialize in?

Andrew's specialties include estate & legacy planning.

### What credentials does Andrew Yee hold?

Andrew Yee holds the CFP credential.

### Is Andrew Yee registered with the SEC?

Yes. Andrew Yee is registered as an investment adviser representative in MS and TX (CRD 5121728), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.

### How much does Barnes Pettey Financial Advisors manage?

Barnes Pettey Financial Advisors reports $1.31B across 3,303 accounts in assets under management.

### How do I contact Andrew Yee?

Through Andrew's website, www.barnespettey.com.

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/5121728): 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://www.barnespettey.com/): 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.