Christopher Barr
Bluestone Private Wealth · Cleveland, Ohio
Christopher Barr is a fee-only financial advisor at Bluestone Private Wealth in Cleveland, Ohio. Christopher focuses on estate & legacy planning, tax planning and family wealth transfer. Bluestone Private Wealth reports charging a percentage of assets on its Form ADV.
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Specialties
Who they serve
- Ultra high net worth
- Multi-generational families
Facts
| Firm | Bluestone Private Wealth |
|---|---|
| Based in | Cleveland, Ohio |
| Fee model (firm's Form ADV) | Percentage of assets |
| Assets under management | $190.4M across 226 accounts |
| SEC registration | Investment adviser representative in OH · CRD 6384903 |
| Exams passed | Series 65 (2014) |
| Firm size | 3 employees |
| Disclosures | None reported |
| Website | www.bluestoneprivate.com |
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Questions about Christopher
Is Christopher Barr a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Christopher holds no broker registration, and Bluestone Private Wealth reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Christopher charge for financial advice?
Christopher's firm, Bluestone Private Wealth, reports charging a percentage of assets on its SEC Form ADV.
Where is Christopher Barr based?
Christopher Barr is based in Cleveland, Ohio.
What does Christopher specialize in?
Christopher's specialties include estate & legacy planning, tax planning and family wealth transfer. Christopher works with ultra high net worth and multi-generational families.
Is Christopher Barr registered with the SEC?
Yes. Christopher Barr is registered as an investment adviser representative in OH (CRD 6384903), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Bluestone Private Wealth manage?
Bluestone Private Wealth reports $190.4M across 226 accounts in assets under management.
How do I contact Christopher Barr?
Through Christopher's website, www.bluestoneprivate.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
- Bluestone Private Wealth 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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