Kristopher Barney
30/40 Wealth · Cornelius, North Carolina
Kristopher Barney is a fee-only financial advisor at 30/40 Wealth in Cornelius, North Carolina, who holds the CFA credential. Kristopher charges a percentage of assets (ongoing planning from $12,500 a year and typically works with clients with $2,000,000 or more) and focuses on equity compensation, founders (pre-exit) and tax planning.
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Specialties
Who they serve
- Tech employees
Facts
| Firm | 30/40 Wealth |
|---|---|
| Based in | Cornelius, North Carolina |
| Fee model | Percentage of assets |
| Fees (firm's website) | Ongoing planning from $12,500 a year · Typically works with clients with $2,000,000 or more |
| Accepting new clients | Yes |
| Assets under management | $106.6M across 172 accounts |
| Credentials | CFA |
| SEC registration | Investment adviser representative in CA, NC, NY, TX · CRD 5385959 |
| Exams passed | Series 63 (2008) |
| Firm size | 3 employees |
| Disclosures | None reported |
| Website | www.3040wealth.com |
| Profile |
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Questions about Kristopher
Is Kristopher Barney a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Kristopher holds no broker registration, and 30/40 Wealth reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Kristopher charge for financial advice?
Kristopher charges a percentage of assets.
How much does Kristopher charge?
According to 30/40 Wealth's website, checked October 30, 2026: ongoing planning from $12,500 a year; typically works with clients with $2,000,000 or more.
Where is Kristopher Barney based?
Kristopher Barney is based in Cornelius, North Carolina.
What does Kristopher specialize in?
Kristopher's specialties include equity compensation, founders (pre-exit), tax planning and retirement with concentrated positions. Kristopher works with tech employees.
What credentials does Kristopher Barney hold?
Kristopher Barney holds the CFA credential.
Is Kristopher Barney registered with the SEC?
Yes. Kristopher Barney is registered as an investment adviser representative in CA, NC, NY and TX (CRD 5385959), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does 30/40 Wealth manage?
30/40 Wealth reports $106.6M across 172 accounts in assets under management.
How do I contact Kristopher Barney?
Through Kristopher's website, www.3040wealth.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
- 30/40 Wealth website : specialties, clients served, and fees, checked October 30, 2026
- 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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