Luke Barnes
Bledsoe Asset Management · Phoenix, Arizona
Luke Barnes is a fee-only financial advisor at Bledsoe Asset Management in Phoenix, Arizona. Luke charges a percentage of assets.
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Facts
| Firm | Bledsoe Asset Management |
|---|---|
| Based in | Phoenix, Arizona |
| Fee model | Percentage of assets |
| Assets under management | $189.0M across 688 accounts |
| SEC registration | Investment adviser representative in AZ · CRD 8314676 |
| Exams passed | Series 65 (2026) |
| Firm size | 5 employees |
| Disclosures | None reported |
| Website | www.bledsoellc.com |
How Luke's firm compares
- Bledsoe Asset Management's average account is about $275,000, from its Form ADV (assets managed divided by 688 accounts).
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Questions about Luke
Is Luke Barnes a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Luke holds no broker registration, and Bledsoe Asset Management reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Luke charge for financial advice?
Luke charges a percentage of assets.
Where is Luke Barnes based?
Luke Barnes is based in Phoenix, Arizona.
Is Luke Barnes registered with the SEC?
Yes. Luke Barnes is registered as an investment adviser representative in AZ (CRD 8314676), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Bledsoe Asset Management manage?
Bledsoe Asset Management reports $189.0M across 688 accounts in assets under management.
How do I contact Luke Barnes?
Through Luke's website, www.bledsoellc.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
- Bledsoe Asset Management 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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