# Charles Petitjean

> Charles Petitjean is a fee-only financial advisor at Barker Wealth Management in Camas, Washington, who holds the CFP credential. Barker Wealth Management reports charging a percentage of assets and hourly fees on its Form ADV.

Page: https://find.wellspent.co/advisors/charles-petitjean/
Built from SEC adviser records and the firm's website; last checked October 30, 2026.

## Facts

- **Firm:** Barker Wealth Management
- **Based in:** Camas, Washington
- **Fee model (firm's Form ADV):** Percentage of assets; Hourly
- **Accepting new clients:** Yes (firm's website)
- **Assets under management (firm):** $240.6M across 269 accounts
- **Credentials:** CFP
- **CRD:** 6829472 (https://adviserinfo.sec.gov/individual/summary/6829472)
- **SEC registration:** Investment adviser representative in OR, WA
- **Exams passed:** Series 65 (2020)
- **Firm size:** 2 employees
- **Disclosures:** None reported
- **Website:** https://www.barkerwealthmanagement.com/

## Frequently asked questions

### Is Charles Petitjean a fee-only financial advisor?

Yes, according to SEC records as of October 29, 2026: Charles holds no broker registration, and Barker Wealth Management reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.

### How does Charles charge for financial advice?

Charles's firm, Barker Wealth Management, reports charging a percentage of assets and hourly fees on its SEC Form ADV.

### Where is Charles Petitjean based?

Charles Petitjean is based in Camas, Washington.

### What credentials does Charles Petitjean hold?

Charles Petitjean holds the CFP credential.

### Is Charles Petitjean registered with the SEC?

Yes. Charles Petitjean is registered as an investment adviser representative in OR and WA (CRD 6829472), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.

### How much does Barker Wealth Management manage?

Barker Wealth Management reports $240.6M across 269 accounts in assets under management.

### How do I contact Charles Petitjean?

Through Charles's website, www.barkerwealthmanagement.com.

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/6829472): 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 and Form ADV: registration, exams, and firm facts, data as of October 29, 2026
- The firm's website (https://www.barkerwealthmanagement.com/): specialties, clients served, and fees, checked October 30, 2026

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Source: Wellspent, the public graph of fee-only advisors (https://find.wellspent.co). No paid placement.