Bert Barre
Colonial Trust Company · Spartanburg, South Carolina
Bert Barre is a fee-only financial advisor at Colonial Trust Company in Spartanburg, South Carolina, who holds the CFA credential. Bert focuses on family wealth transfer. Colonial Trust Company reports charging a percentage of assets and fixed fees on its Form ADV.
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Specialties
Who they serve
- Multi-generational families
Facts
| Firm | Colonial Trust Company |
|---|---|
| Based in | Spartanburg, South Carolina |
| Fee model (firm's Form ADV) | Percentage of assets · Fixed fees |
| Assets under management | $1.85B across 2,093 accounts |
| Credentials | CFA |
| SEC registration | Investment adviser representative in SC · CRD 4119994 |
| Exams passed | Series 63 (2000) |
| Firm size | 28 employees |
| Disclosures | None reported |
| Website | www.colonialtrust.com |
How Bert's firm compares
- Colonial Trust Company's average account is about $885,000, from its Form ADV (assets managed divided by 2,093 accounts).
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Questions about Bert
Is Bert Barre a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Bert holds no broker registration, and Colonial Trust Company reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Bert charge for financial advice?
Bert's firm, Colonial Trust Company, reports charging a percentage of assets and fixed fees on its SEC Form ADV.
Where is Bert Barre based?
Bert Barre is based in Spartanburg, South Carolina.
What does Bert specialize in?
Bert's specialties include family wealth transfer. Bert works with multi-generational families.
What credentials does Bert Barre hold?
Bert Barre holds the CFA credential.
Is Bert Barre registered with the SEC?
Yes. Bert Barre is registered as an investment adviser representative in SC (CRD 4119994), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Colonial Trust Company manage?
Colonial Trust Company reports $1.85B across 2,093 accounts in assets under management.
How do I contact Bert Barre?
Through Bert's website, www.colonialtrust.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
- Colonial Trust Company 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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