# Joe Barbieri

> Joe Barbieri is a fee-only financial advisor at Joe the Investor in Toronto, Ontario, Canada, who holds the CFA, BCom and BASc (Civil Eng) credentials. Joe charges a flat fee or retainer, an ongoing planning fee and a one-time planning fee (no asset minimum) and focuses on flat-fee planning, retirement planning and small business owners.

Page: https://find.wellspent.co/advisors/joe-barbieri/
Built from public directory listings; last checked April 21, 2026.

## Facts

- **Firm:** Joe the Investor
- **Based in:** Toronto, Ontario, Canada
- **Fee model:** Flat fee or retainer; Ongoing planning fee; One-time planning fee
- **Fees (firm's website):** no asset minimum
- **Works virtually:** Yes (firm's website)
- **Credentials:** CFA, BCom, BASc (Civil Eng)
- **Specialties:** Flat-fee planning, Retirement planning, Small business owners
- **Works with:** Retirees, Pre-retirees, Founders
- **Website:** http://www.joetheinvestor.ca

## Frequently asked questions

### Is Joe Barbieri a fee-only financial advisor?

Yes. Joe Barbieri is listed in the Canadian fee-only planners directory (a directory limited to fee-only planners).

### How does Joe charge for financial advice?

Joe charges a flat fee or retainer, an ongoing planning fee and a one-time planning fee.

### How much does Joe charge?

According to Joe the Investor's website, checked October 28, 2026: no asset minimum.

### Does Joe work with clients virtually?

Yes. Joe the Investor says on its website that it works with clients remotely.

### Where is Joe Barbieri based?

Joe Barbieri is based in Toronto, Ontario, Canada.

### What does Joe specialize in?

Joe's specialties include flat-fee planning, retirement planning and small business owners. Joe works with retirees, pre-retirees and founders.

### What credentials does Joe Barbieri hold?

Joe Barbieri holds the CFA, BCom and BASc (Civil Eng) credentials.

### How do I contact Joe Barbieri?

Through Joe's website, www.joetheinvestor.ca.

## Sources

- Canadian fee-only planners directory: a directory limited to fee-only planners
- The firm's website (https://joetheinvestor.ca/): specialties, clients served, and fees, checked October 28, 2026

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