# Jeffrey Brimhall

> Jeffrey Brimhall is a fee-only financial advisor at Blue Barn Wealth in Orem, Utah, who holds the CFP and CFA credentials. Jeffrey charges a percentage of assets (1% a year on the first tier of assets managed and a $5,000 asset minimum) and focuses on retirement planning, estate & legacy planning and tax planning.

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

## Facts

- **Firm:** Blue Barn Wealth
- **Based in:** Orem, Utah
- **Fee model:** Percentage of assets
- **Fees (firm's website):** 1% a year on the first tier of assets managed; a $5,000 asset minimum
- **Assets under management (firm):** $317.1M across 681 accounts
- **Credentials:** CFP, CFA
- **Specialties:** Retirement planning, Estate & legacy planning, Tax planning
- **CRD:** 5973171 (https://adviserinfo.sec.gov/individual/summary/5973171)
- **SEC registration:** Investment adviser representative in TX, UT
- **Exams passed:** Series 65 (2011)
- **Firm size:** 9 employees
- **Disclosures:** None reported
- **Website:** https://bluebarnwealth.com/

## Frequently asked questions

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

Yes, according to SEC records as of October 29, 2026: Jeffrey holds no broker registration, and Blue Barn Wealth 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 a percentage of assets.

### How much does Jeffrey charge?

According to Blue Barn Wealth's website, checked October 30, 2026: 1% a year on the first tier of assets managed; a $5,000 asset minimum.

### Where is Jeffrey Brimhall based?

Jeffrey Brimhall is based in Orem, Utah.

### What does Jeffrey specialize in?

Jeffrey's specialties include retirement planning, estate & legacy planning and tax planning.

### What credentials does Jeffrey Brimhall hold?

Jeffrey Brimhall holds the CFP and CFA credentials.

### Is Jeffrey Brimhall registered with the SEC?

Yes. Jeffrey Brimhall is registered as an investment adviser representative in TX and UT (CRD 5973171), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.

### How much does Blue Barn Wealth manage?

Blue Barn Wealth reports $317.1M across 681 accounts in assets under management.

### How do I contact Jeffrey Brimhall?

Through Jeffrey's website, bluebarnwealth.com.

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/5973171): 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://bluebarnwealth.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.