Andrew Yee
Barnes Pettey Financial Advisors · Clarksdale, Mississippi
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.
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Specialties
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 |
| Assets under management | $1.31B across 3,303 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in MS, TX · CRD 5121728 |
| Exams passed | Series 66 (2007) |
| Firm size | 13 employees |
| Disclosures | None reported |
| Website | www.barnespettey.com |
| Profile |
How Andrew's firm compares
- Barnes Pettey Financial Advisors's average account is about $397,000, from its Form ADV (assets managed divided by 3,303 accounts).
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Questions about Andrew
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.
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
- Barnes Pettey Financial Advisors 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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