Julio Barahona
Smith & Howard Wealth Management · Atlanta, Georgia
Julio Barahona is a fee-only financial advisor at Smith & Howard Wealth Management in Atlanta, Georgia. Smith & Howard Wealth Management reports charging a percentage of assets and hourly fees on its Form ADV.
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Facts
| Firm | Smith & Howard Wealth Management |
|---|---|
| Based in | Atlanta, Georgia |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly |
| Assets under management | $726.9M across 750 accounts |
| SEC registration | Investment adviser representative in GA · CRD 7067105 |
| Exams passed | Series 65 (2019) |
| Firm size | 10 employees |
| Disclosures | None reported |
| Website | www.smithhowardwealth.com |
How Julio's firm compares
- Smith & Howard Wealth Management's average account is about $969,000, from its Form ADV (assets managed divided by 750 accounts).
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Questions about Julio
Is Julio Barahona a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Julio holds no broker registration, and Smith & Howard Wealth Management reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Julio charge for financial advice?
Julio's firm, Smith & Howard Wealth Management, reports charging a percentage of assets and hourly fees on its SEC Form ADV.
Where is Julio Barahona based?
Julio Barahona is based in Atlanta, Georgia.
Is Julio Barahona registered with the SEC?
Yes. Julio Barahona is registered as an investment adviser representative in GA (CRD 7067105), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Smith & Howard Wealth Management manage?
Smith & Howard Wealth Management reports $726.9M across 750 accounts in assets under management.
How do I contact Julio Barahona?
Through Julio's website, www.smithhowardwealth.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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