Holmes Pettey
Barnes Pettey Financial Advisors · Clarksdale, Mississippi
Holmes Pettey is a fee-only financial advisor at Barnes Pettey Financial Advisors in Clarksdale, Mississippi. Holmes 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 | Clarksdale, 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 |
| SEC registration | Investment adviser representative in LA, MS, TX · CRD 1089212 |
| Exams passed | Series 63 (1983) |
| Firm size | 13 employees |
| Disclosures | None reported |
| Website | www.barnespettey.com |
How Holmes'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 Holmes
Is Holmes Pettey a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Holmes 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 Holmes charge for financial advice?
Holmes's firm, Barnes Pettey Financial Advisors, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
Where is Holmes Pettey based?
Holmes Pettey is based in Clarksdale, Mississippi.
What does Holmes specialize in?
Holmes's specialties include estate & legacy planning.
Is Holmes Pettey registered with the SEC?
Yes. Holmes Pettey is registered as an investment adviser representative in LA, MS and TX (CRD 1089212), 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 Holmes Pettey?
Through Holmes'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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