Leland McCullough
Blue Barn Wealth · Orem, Utah
Leland McCullough is a fee-only financial advisor at Blue Barn Wealth in Orem, Utah, who holds the CFP credential. Leland charges a percentage of assets (1% a year on the first tier of assets managed and a $5,000 asset minimum) and focuses on retirement planning, estate & legacy planning and tax planning.
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Specialties
Facts
| Firm | Blue Barn Wealth |
|---|---|
| Based in | Orem, Utah |
| Fee model | Percentage of assets |
| Fees (firm's website) | 1% a year on the first tier of assets managed · A $5,000 asset minimum |
| Assets under management | $317.1M across 681 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in UT · CRD 6560521 |
| Exams passed | Series 66 (2016) |
| Firm size | 9 employees |
| Disclosures | None reported |
| Website | bluebarnwealth.com |
How Leland's firm compares
- Blue Barn Wealth's average account is about $466,000, from its Form ADV (assets managed divided by 681 accounts).
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Questions about Leland
Is Leland McCullough a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Leland holds no broker registration, and Blue Barn Wealth reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Leland charge for financial advice?
Leland charges a percentage of assets.
How much does Leland charge?
According to Blue Barn Wealth's website, checked October 30, 2026: 1% a year on the first tier of assets managed; a $5,000 asset minimum.
Where is Leland McCullough based?
Leland McCullough is based in Orem, Utah.
What does Leland specialize in?
Leland's specialties include retirement planning, estate & legacy planning and tax planning.
What credentials does Leland McCullough hold?
Leland McCullough holds the CFP credential.
Is Leland McCullough registered with the SEC?
Yes. Leland McCullough is registered as an investment adviser representative in UT (CRD 6560521), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Blue Barn Wealth manage?
Blue Barn Wealth reports $317.1M across 681 accounts in assets under management.
How do I contact Leland McCullough?
Through Leland's website, bluebarnwealth.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
- Blue Barn 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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