Carter Hansard
Barnett & Company · Chattanooga, Tennessee
Carter Hansard is a fee-only financial advisor at Barnett & Company in Chattanooga, Tennessee, who holds the CFP credential. Carter focuses on estate & legacy planning. Barnett & Company reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.
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Specialties
Facts
| Firm | Barnett & Company |
|---|---|
| Based in | Chattanooga, Tennessee |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Assets under management | $142.0M across 263 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in TN · CRD 6274717 |
| Exams passed | Series 66 (2014) |
| Firm size | 5 employees |
| Disclosures | None reported |
| Website | www.barnettandcompany.com |
How Carter's firm compares
- Barnett & Company's average account is about $540,000, from its Form ADV (assets managed divided by 263 accounts).
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Questions about Carter
Is Carter Hansard a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Carter holds no broker registration, and Barnett & Company reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Carter charge for financial advice?
Carter's firm, Barnett & Company, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
Where is Carter Hansard based?
Carter Hansard is based in Chattanooga, Tennessee.
What does Carter specialize in?
Carter's specialties include estate & legacy planning.
What credentials does Carter Hansard hold?
Carter Hansard holds the CFP credential.
Is Carter Hansard registered with the SEC?
Yes. Carter Hansard is registered as an investment adviser representative in TN (CRD 6274717), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Barnett & Company manage?
Barnett & Company reports $142.0M across 263 accounts in assets under management.
How do I contact Carter Hansard?
Through Carter's website, www.barnettandcompany.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
- Barnett & 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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