# Joseph Friend

> Joseph Friend is a fee-only financial advisor at Barnes Pettey Financial Advisors in Memphis, Tennessee. Joseph focuses on estate & legacy planning. Barnes Pettey Financial Advisors reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.

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

## Facts

- **Firm:** Barnes Pettey Financial Advisors
- **Based in:** Memphis, Tennessee
- **Fee model (firm's Form ADV):** Percentage of assets; Hourly; Fixed fees
- **Accepting new clients:** Yes (firm's website)
- **Assets under management (firm):** $1.31B across 3,303 accounts
- **Specialties:** Estate & legacy planning
- **CRD:** 5869701 (https://adviserinfo.sec.gov/individual/summary/5869701)
- **SEC registration:** Investment adviser representative in LA, TN, TX
- **Exams passed:** Series 66 (2011)
- **Firm size:** 13 employees
- **Disclosures:** None reported
- **Website:** http://www.barnespettey.com

## Frequently asked questions

### Is Joseph Friend a fee-only financial advisor?

Yes, according to SEC records as of October 29, 2026: Joseph 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 Joseph charge for financial advice?

Joseph's firm, Barnes Pettey Financial Advisors, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.

### Where is Joseph Friend based?

Joseph Friend is based in Memphis, Tennessee.

### What does Joseph specialize in?

Joseph's specialties include estate & legacy planning.

### Is Joseph Friend registered with the SEC?

Yes. Joseph Friend is registered as an investment adviser representative in LA, TN and TX (CRD 5869701), 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 Joseph Friend?

Through Joseph's website, www.barnespettey.com.

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/5869701): 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://www.barnespettey.com/): specialties, clients served, and fees, checked October 30, 2026

---

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