Frank Barlow
Barlow Wealth Partners · Louisville, Kentucky
Frank Barlow is a fee-only financial advisor at Barlow Wealth Partners in Louisville, Kentucky. Frank focuses on retirement planning, estate & legacy planning and tax planning. Barlow Wealth Partners reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.
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Specialties
Facts
| Firm | Barlow Wealth Partners |
|---|---|
| Based in | Louisville, Kentucky |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Assets under management | $1.35B across 1,425 accounts |
| SEC registration | Investment adviser representative in KY · CRD 5174446 |
| Exams passed | Series 63 (2008) · Series 65 (2016) |
| Firm size | 6 employees |
| Disclosures | None reported |
| Website | barlowwealth.com |
| Profile |
How Frank's firm compares
- Barlow Wealth Partners's average account is about $949,000, from its Form ADV (assets managed divided by 1,425 accounts).
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Questions about Frank
Is Frank Barlow a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Frank holds no broker registration, and Barlow Wealth Partners reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Frank charge for financial advice?
Frank's firm, Barlow Wealth Partners, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
Where is Frank Barlow based?
Frank Barlow is based in Louisville, Kentucky.
What does Frank specialize in?
Frank's specialties include retirement planning, estate & legacy planning, tax planning and family wealth transfer.
Is Frank Barlow registered with the SEC?
Yes. Frank Barlow is registered as an investment adviser representative in KY (CRD 5174446), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Barlow Wealth Partners manage?
Barlow Wealth Partners reports $1.35B across 1,425 accounts in assets under management.
How do I contact Frank Barlow?
Through Frank's website, barlowwealth.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
- Barlow Wealth Partners 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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