Erik Barnes
Retirement Portfolio Partners · Warrenville, Illinois
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.
Request an introduction to Erik →
Specialties
Who they serve
- Pre-retirees
- Retirees
Facts
| Firm | Retirement Portfolio Partners |
|---|---|
| Based in | Warrenville, Illinois |
| Fee model | Flat fee or retainer |
| Works virtually | Yes |
| Accepting new clients | Yes |
| Assets under management | $43.6M across 142 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in IL, TX · CRD 5199473 |
| Exams passed | Series 66 (2006) |
| Firm size | 1 employee |
| Disclosures | None reported |
| Website | retirementportfoliopartners.com |
| Profile |
How Erik's firm compares
- Retirement Portfolio Partners's average account is about $307,000, from its Form ADV (assets managed divided by 142 accounts).
Request an introduction to Erik
Tell Erik a little about what you're looking for. Erik isn't on Wellspent yet, so we'll let them know you're looking for help and pass your message on when they join. No cost, no obligation.
Questions about Erik
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.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- NAPFA directory listing : NAPFA admits only fee-only advisors
- XY Planning Network directory listing : XYPN members are fee-only
- Retirement Portfolio Partners website : specialties, clients served, and fees, checked October 28, 2026
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 27, 2026
- Directory listing last checked April 21, 2026.
See something wrong? Request a correction. Read our methodology.