Joshua Barrett
Barrett Wealth Management · Rochester, New York
Joshua Barrett is a fee-only financial advisor at Barrett Wealth Management in Rochester, New York. Barrett Wealth Management reports charging a percentage of assets on its Form ADV.
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Facts
| Firm | Barrett Wealth Management |
|---|---|
| Based in | Rochester, New York |
| Fee model (firm's Form ADV) | Percentage of assets |
| Assets under management | $21.8M across 32 accounts |
| SEC registration | Investment adviser representative in NY · CRD 4545892 |
| Exams passed | Series 63 (2002) · Series 66 (2002) |
| Firm size | 1 employee |
| Disclosures | None reported |
| Website | www.barrettcm.com |
| Profile |
How Joshua's firm compares
- Barrett Wealth Management's average account is about $682,000, from its Form ADV (assets managed divided by 32 accounts).
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Questions about Joshua
Is Joshua Barrett a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Joshua holds no broker registration, and Barrett Wealth Management reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Joshua charge for financial advice?
Joshua's firm, Barrett Wealth Management, reports charging a percentage of assets on its SEC Form ADV.
Where is Joshua Barrett based?
Joshua Barrett is based in Rochester, New York.
Is Joshua Barrett registered with the SEC?
Yes. Joshua Barrett is registered as an investment adviser representative in NY (CRD 4545892), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Barrett Wealth Management manage?
Barrett Wealth Management reports $21.8M across 32 accounts in assets under management.
How do I contact Joshua Barrett?
Through Joshua's website, www.barrettcm.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
- 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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