# Erik Barnes

> Erik Barnes is a fee-only financial advisor at Retirement Portfolio Partners in Warrenville, Illinois, who holds the CFP credential. Erik charges a flat fee or retainer and focuses on retirement planning, tax planning and flat-fee planning.

Page: https://find.wellspent.co/advisors/erik-barnes/
Built from public directory listings; last checked April 21, 2026.

## Facts

- **Firm:** Retirement Portfolio Partners
- **Based in:** Warrenville, Illinois
- **Fee model:** Flat fee or retainer
- **Works virtually:** Yes (firm's website)
- **Accepting new clients:** Yes (firm's website)
- **Assets under management (firm):** $43.6M across 142 accounts
- **Credentials:** CFP
- **Specialties:** Retirement planning, Tax planning, Flat-fee planning
- **Works with:** Pre-retirees, Retirees
- **CRD:** 5199473 (https://adviserinfo.sec.gov/individual/summary/5199473)
- **SEC registration:** Investment adviser representative in IL, TX
- **Exams passed:** Series 66 (2006)
- **Firm size:** 1 employee
- **Disclosures:** None reported
- **Website:** http://retirementportfoliopartners.com

## Frequently asked questions

### Is Erik Barnes a fee-only financial advisor?

Yes. Erik Barnes is listed in the NAPFA directory (NAPFA admits only fee-only advisors) and the XY Planning Network directory (XYPN members are fee-only). SEC records as of October 27, 2026 show no broker registration and no commission compensation reported by Erik's firm.

### How does Erik charge for financial advice?

Erik charges a flat fee or retainer.

### Does Erik work with clients virtually?

Yes. Retirement Portfolio Partners says on its website that it works with clients remotely.

### Where is Erik Barnes based?

Erik Barnes is based in Warrenville, Illinois.

### What does Erik specialize in?

Erik's specialties include retirement planning, tax planning and flat-fee planning. Erik works with pre-retirees and retirees.

### What credentials does Erik Barnes hold?

Erik Barnes holds the CFP credential.

### Is Erik Barnes registered with the SEC?

Yes. Erik Barnes is registered as an investment adviser representative in IL and TX (CRD 5199473), per SEC Investment Adviser Public Disclosure data as of October 27, 2026.

### How much does Retirement Portfolio Partners manage?

Retirement Portfolio Partners reports $43.6M across 142 accounts in assets under management.

### How do I contact Erik Barnes?

Through Erik's website, retirementportfoliopartners.com.

## Sources

- NAPFA directory listing (https://www.napfa.org/find-an-advisor/firm/47509): NAPFA admits only fee-only advisors
- XY Planning Network directory listing: XYPN members are fee-only
- SEC Investment Adviser Public Disclosure and Form ADV: registration, exams, and firm facts, data as of October 27, 2026
- The firm's website (https://retirementportfoliopartners.com/): specialties, clients served, and fees, checked October 28, 2026

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