Benjamin Barnhart
Barnhart Wealth Management · Washington, Michigan
Benjamin Barnhart is a fee-only financial advisor at Barnhart Wealth Management in Washington, Michigan, who holds the CFP and EA credentials. Benjamin focuses on retirement planning, student loans and equity compensation. Barnhart Wealth Management reports charging a percentage of assets and fixed fees on its Form ADV.
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Specialties
Facts
| Firm | Barnhart Wealth Management |
|---|---|
| Based in | Washington, Michigan |
| Fee model (firm's Form ADV) | Percentage of assets · Fixed fees |
| Assets under management | $100M across 1,370 accounts |
| Credentials | CFP · EA |
| SEC registration | Investment adviser representative in MI, TX · CRD 6318704 |
| Exams passed | Series 63 (2014) · Series 66 (2017) |
| Firm size | 4 employees |
| Disclosures | None reported |
| Website | barnhartwealth.com |
| Profile |
How Benjamin's firm compares
- Barnhart Wealth Management's average account is about $73,000, from its Form ADV (assets managed divided by 1,370 accounts).
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Questions about Benjamin
Is Benjamin Barnhart a fee-only financial advisor?
Yes. Benjamin Barnhart is listed in the NAPFA directory (NAPFA admits only fee-only advisors) and the XY Planning Network directory (XYPN members are fee-only). SEC records as of October 27, 2026 show no broker registration and no commission compensation reported by Benjamin's firm.
How does Benjamin charge for financial advice?
Benjamin's firm, Barnhart Wealth Management, reports charging a percentage of assets and fixed fees on its SEC Form ADV.
Where is Benjamin Barnhart based?
Benjamin Barnhart is based in Washington, Michigan.
What does Benjamin specialize in?
Benjamin's specialties include retirement planning, student loans and equity compensation.
What credentials does Benjamin Barnhart hold?
Benjamin Barnhart holds the CFP and EA credentials.
Is Benjamin Barnhart registered with the SEC?
Yes. Benjamin Barnhart is registered as an investment adviser representative in MI and TX (CRD 6318704), per SEC Investment Adviser Public Disclosure data as of October 27, 2026.
How much does Barnhart Wealth Management manage?
Barnhart Wealth Management reports $100M across 1,370 accounts in assets under management.
How do I contact Benjamin Barnhart?
Through Benjamin's website, barnhartwealth.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- NAPFA directory listing : NAPFA admits only fee-only advisors
- XY Planning Network directory listing : XYPN members are fee-only
- Barnhart Wealth Management website : specialties, clients served, and fees, checked October 28, 2026
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 27, 2026
- Directory listing last checked April 21, 2026.
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