# Jeffrey Barnett

> Jeffrey Barnett is a fee-only financial advisor at Fintegrity in Tenafly, New Jersey. Jeffrey charges an ongoing planning fee and a one-time planning fee (a $2,000,000 asset minimum) and focuses on retirement planning, tax planning and estate & legacy planning.

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

## Facts

- **Firm:** Fintegrity
- **Based in:** Tenafly, New Jersey
- **Fee model:** Ongoing planning fee; One-time planning fee
- **Fees (firm's website):** a $2,000,000 asset minimum
- **Works virtually:** Yes (firm's website)
- **Accepting new clients:** Yes (firm's website)
- **Assets under management (firm):** $85.2M across 60 accounts
- **Specialties:** Retirement planning, Tax planning, Estate & legacy planning, Founders (pre-exit)
- **Works with:** Retirees, Pre-retirees, Founders, Executives
- **CRD:** 6924554 (https://adviserinfo.sec.gov/individual/summary/6924554)
- **SEC registration:** Investment adviser representative in NJ, NY, TX
- **Exams passed:** Series 65 (2017)
- **Firm size:** 2 employees
- **Disclosures:** None reported
- **Website:** https://fintegrity.app

## Frequently asked questions

### Is Jeffrey Barnett a fee-only financial advisor?

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

### How does Jeffrey charge for financial advice?

Jeffrey charges an ongoing planning fee and a one-time planning fee.

### How much does Jeffrey charge?

According to Fintegrity's website, checked October 30, 2026: a $2,000,000 asset minimum.

### Does Jeffrey work with clients virtually?

Yes. Fintegrity says on its website that it works with clients remotely.

### Where is Jeffrey Barnett based?

Jeffrey Barnett is based in Tenafly, New Jersey.

### What does Jeffrey specialize in?

Jeffrey's specialties include retirement planning, tax planning, estate & legacy planning and founders (pre-exit). Jeffrey works with retirees, pre-retirees, founders and executives.

### Is Jeffrey Barnett registered with the SEC?

Yes. Jeffrey Barnett is registered as an investment adviser representative in NJ, NY and TX (CRD 6924554), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.

### How much does Fintegrity manage?

Fintegrity reports $85.2M across 60 accounts in assets under management.

### How do I contact Jeffrey Barnett?

Through Jeffrey's website, fintegrity.app.

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/6924554): 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://fintegrity.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.