Gerald Smith
Barnes Pettey Financial Advisors · Grenada, Mississippi
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.
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Specialties
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 |
| Assets under management | $1.31B across 3,303 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in LA, MS, TX · CRD 2808361 |
| Exams passed | Series 63 (1998) · Series 65 (2005) |
| Firm size | 13 employees |
| Disclosures | None reported |
| Website | www.barnespettey.com |
| Profile |
How Gerald's firm compares
- Barnes Pettey Financial Advisors's average account is about $397,000, from its Form ADV (assets managed divided by 3,303 accounts).
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Questions about Gerald
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.
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
- Barnes Pettey Financial Advisors 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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