# Gerald Smith

> Gerald Smith is a fee-only financial advisor at Barnes Pettey Financial Advisors in Grenada, Mississippi, who holds the CFP credential. Gerald focuses on estate & legacy planning. Barnes Pettey Financial Advisors reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.

Page: https://find.wellspent.co/advisors/gerald-smith/
Built from SEC adviser records and the firm's website; last checked October 30, 2026.

## Facts

- **Firm:** Barnes Pettey Financial Advisors
- **Based in:** Grenada, Mississippi
- **Fee model (firm's Form ADV):** Percentage of assets; Hourly; Fixed fees
- **Accepting new clients:** Yes (firm's website)
- **Assets under management (firm):** $1.31B across 3,303 accounts
- **Credentials:** CFP
- **Specialties:** Estate & legacy planning
- **CRD:** 2808361 (https://adviserinfo.sec.gov/individual/summary/2808361)
- **SEC registration:** Investment adviser representative in LA, MS, TX
- **Exams passed:** Series 63 (1998), Series 65 (2005)
- **Firm size:** 13 employees
- **Disclosures:** None reported
- **Website:** http://www.barnespettey.com

## Frequently asked questions

### Is Gerald Smith a fee-only financial advisor?

Yes, according to SEC records as of October 29, 2026: Gerald holds no broker registration, and Barnes Pettey Financial Advisors reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.

### How does Gerald charge for financial advice?

Gerald's firm, Barnes Pettey Financial Advisors, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.

### Where is Gerald Smith based?

Gerald Smith is based in Grenada, Mississippi.

### What does Gerald specialize in?

Gerald's specialties include estate & legacy planning.

### What credentials does Gerald Smith hold?

Gerald Smith holds the CFP credential.

### Is Gerald Smith registered with the SEC?

Yes. Gerald Smith is registered as an investment adviser representative in LA, MS and TX (CRD 2808361), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.

### How much does Barnes Pettey Financial Advisors manage?

Barnes Pettey Financial Advisors reports $1.31B across 3,303 accounts in assets under management.

### How do I contact Gerald Smith?

Through Gerald's website, www.barnespettey.com.

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/2808361): 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
- SEC Investment Adviser Public Disclosure and Form ADV: registration, exams, and firm facts, data as of October 29, 2026
- The firm's website (https://www.barnespettey.com/): specialties, clients served, and fees, checked October 30, 2026

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