Barbara Warner
Warner Financial · Bethesda, Maryland
Barbara Warner is a fee-only financial advisor at Warner Financial in Bethesda, Maryland, who holds the CFP credential. Warner Financial reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.
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Facts
| Firm | Warner Financial |
|---|---|
| Based in | Bethesda, Maryland |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Assets under management | $851.8M across 747 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in MD, TX · CRD 1129399 |
| Exams passed | Series 63 (1983) · Series 65 (1994) |
| Firm size | 4 employees |
| Disclosures | None reported |
| Website | www.warner-financial.com |
How Barbara's firm compares
- Warner Financial's average account is about $1.1 million, from its Form ADV (assets managed divided by 747 accounts).
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Questions about Barbara
Is Barbara Warner a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Barbara holds no broker registration, and Warner Financial reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Barbara charge for financial advice?
Barbara's firm, Warner Financial, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
Where is Barbara Warner based?
Barbara Warner is based in Bethesda, Maryland.
What credentials does Barbara Warner hold?
Barbara Warner holds the CFP credential.
Is Barbara Warner registered with the SEC?
Yes. Barbara Warner is registered as an investment adviser representative in MD and TX (CRD 1129399), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Warner Financial manage?
Warner Financial reports $851.8M across 747 accounts in assets under management.
How do I contact Barbara Warner?
Through Barbara's website, www.warner-financial.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Other fee-only advisors in Bethesda
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
- 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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