Kacie Swartz
Black Barn Financial, LLC · Austin, Texas
Kacie Swartz is a fee-only financial advisor at Black Barn Financial, LLC in Austin, Texas, who holds the CFP and CIMA credentials. Black Barn Financial, LLC reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.
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Facts
| Firm | Black Barn Financial, LLC |
|---|---|
| Based in | Austin, Texas |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Assets under management | $164.6M across 656 accounts |
| Credentials | CFP · CIMA |
| SEC registration | Investment adviser representative in TX · CRD 4560021 |
| Exams passed | Series 63 (2003) · Series 66 (2005) |
| Firm size | 6 employees |
| Disclosures | None reported |
How Kacie's firm compares
- Black Barn Financial, LLC's average account is about $251,000, from its Form ADV (assets managed divided by 656 accounts).
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Questions about Kacie
Is Kacie Swartz a fee-only financial advisor?
Yes. Kacie Swartz is listed in the NAPFA directory (NAPFA admits only fee-only advisors). SEC records as of October 27, 2026 show no broker registration and no commission compensation reported by Kacie's firm.
How does Kacie charge for financial advice?
Kacie's firm, Black Barn Financial, LLC, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
Where is Kacie Swartz based?
Kacie Swartz is based in Austin, Texas.
What credentials does Kacie Swartz hold?
Kacie Swartz holds the CFP and CIMA credentials.
Is Kacie Swartz registered with the SEC?
Yes. Kacie Swartz is registered as an investment adviser representative in TX (CRD 4560021), per SEC Investment Adviser Public Disclosure data as of October 27, 2026.
How much does Black Barn Financial, LLC manage?
Black Barn Financial, LLC reports $164.6M across 656 accounts in assets under management.
How do I contact Kacie Swartz?
Contact details aren't on file yet. Search for Black Barn Financial, LLC.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Other fee-only advisors in Austin
Where this information comes from
- NAPFA directory listing : NAPFA admits only fee-only advisors
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 27, 2026
- Directory listing last checked April 21, 2026.
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