# Lori Barker

> Lori Barker is a fee-only financial advisor at Best Invest in San Antonio, Texas. Best Invest reports charging a percentage of assets and hourly fees on its Form ADV.

Page: https://find.wellspent.co/advisors/lori-barker/
Built from SEC adviser records; last checked October 30, 2026.

## Facts

- **Firm:** Best Invest
- **Based in:** San Antonio, Texas
- **Fee model (firm's Form ADV):** Percentage of assets; Hourly
- **Assets under management (firm):** $296.4M across 1,762 accounts
- **CRD:** 1234830 (https://adviserinfo.sec.gov/individual/summary/1234830)
- **SEC registration:** Investment adviser representative in TX
- **Exams passed:** Series 63 (1986), Series 65 (2019)
- **Firm size:** 4 employees
- **Disclosures:** None reported
- **Website:** http://www.bestinvestsa.com

## Frequently asked questions

### Is Lori Barker a fee-only financial advisor?

Yes, according to SEC records as of October 29, 2026: Lori holds no broker registration, and Best Invest reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.

### How does Lori charge for financial advice?

Lori's firm, Best Invest, reports charging a percentage of assets and hourly fees on its SEC Form ADV.

### Where is Lori Barker based?

Lori Barker is based in San Antonio, Texas.

### Is Lori Barker registered with the SEC?

Yes. Lori Barker is registered as an investment adviser representative in TX (CRD 1234830), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.

### How much does Best Invest manage?

Best Invest reports $296.4M across 1,762 accounts in assets under management.

### How do I contact Lori Barker?

Through Lori's website, www.bestinvestsa.com.

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/1234830): 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 and Form ADV: registration, exams, and firm facts, data as of October 29, 2026

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Source: Wellspent, the public graph of fee-only advisors (https://find.wellspent.co). No paid placement.