Lori Barker
Best Invest · San Antonio, Texas
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.
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Facts
| Firm | Best Invest |
|---|---|
| Based in | San Antonio, Texas |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly |
| Assets under management | $296.4M across 1,762 accounts |
| SEC registration | Investment adviser representative in TX · CRD 1234830 |
| Exams passed | Series 63 (1986) · Series 65 (2019) |
| Firm size | 4 employees |
| Disclosures | None reported |
| Website | www.bestinvestsa.com |
How Lori's firm compares
- Best Invest's average account is about $168,000, from its Form ADV (assets managed divided by 1,762 accounts).
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Questions about Lori
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.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Other fee-only advisors in San Antonio
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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