Charles Petitjean
Barker Wealth Management · Camas, Washington
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.
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Facts
| Firm | Barker Wealth Management |
|---|---|
| Based in | Camas, Washington |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly |
| Accepting new clients | Yes |
| Assets under management | $240.6M across 269 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in OR, WA · CRD 6829472 |
| Exams passed | Series 65 (2020) |
| Firm size | 2 employees |
| Disclosures | None reported |
| Website | www.barkerwealthmanagement.com |
| Profile |
How Charles's firm compares
- Barker Wealth Management's average account is about $894,000, from its Form ADV (assets managed divided by 269 accounts).
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Questions about Charles
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.
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
- Barker Wealth Management 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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