Barry Barlow
Barlow Wealth Partners · Louisville, Kentucky
Barry Barlow is a fee-only financial advisor at Barlow Wealth Partners in Louisville, Kentucky. Barry focuses on retirement planning, estate & legacy planning and tax planning. Barlow Wealth Partners reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.
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Specialties
Facts
| Firm | Barlow Wealth Partners |
|---|---|
| Based in | Louisville, Kentucky |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Assets under management | $1.35B across 1,425 accounts |
| SEC registration | Investment adviser representative in KY · CRD 1006635 |
| Exams passed | Series 63 (1981) · Series 65 (1999) |
| Firm size | 6 employees |
| Disclosures | Reported; see the SEC record |
| Website | barlowwealth.com |
How Barry's firm compares
- Barlow Wealth Partners's average account is about $949,000, from its Form ADV (assets managed divided by 1,425 accounts).
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Questions about Barry
Is Barry Barlow a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Barry holds no broker registration, and Barlow Wealth Partners reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Barry charge for financial advice?
Barry's firm, Barlow Wealth Partners, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
Where is Barry Barlow based?
Barry Barlow is based in Louisville, Kentucky.
What does Barry specialize in?
Barry's specialties include retirement planning, estate & legacy planning, tax planning and family wealth transfer.
Is Barry Barlow registered with the SEC?
Yes. Barry Barlow is registered as an investment adviser representative in KY (CRD 1006635), per SEC Investment Adviser Public Disclosure data as of October 29, 2026. The record lists disclosures; see the SEC record for details.
How much does Barlow Wealth Partners manage?
Barlow Wealth Partners reports $1.35B across 1,425 accounts in assets under management.
How do I contact Barry Barlow?
Through Barry's website, barlowwealth.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
- Barlow Wealth Partners 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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