# Rachel Barrett

> Rachel Barrett is a fee-only financial advisor at Barrett Wealth Connection in Golden, Colorado. Rachel charges hourly fees.

Page: https://find.wellspent.co/advisors/rachel-barrett/
Built from SEC adviser records and the firm's website; last checked October 30, 2026.

## Facts

- **Firm:** Barrett Wealth Connection
- **Based in:** Golden, Colorado
- **Fee model:** Hourly
- **Assets under management (firm):** $148.0M across 419 accounts
- **Works with:** Divorced individuals
- **CRD:** 8357112 (https://adviserinfo.sec.gov/individual/summary/8357112)
- **SEC registration:** Investment adviser representative in CO, TX
- **Exams passed:** Series 65 (2026)
- **Firm size:** 3 employees
- **Disclosures:** None reported
- **Website:** http://www.bwconnect.co

## Frequently asked questions

### Is Rachel Barrett a fee-only financial advisor?

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

### How does Rachel charge for financial advice?

Rachel charges hourly fees.

### Where is Rachel Barrett based?

Rachel Barrett is based in Golden, Colorado.

### Is Rachel Barrett registered with the SEC?

Yes. Rachel Barrett is registered as an investment adviser representative in CO and TX (CRD 8357112), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.

### How much does Barrett Wealth Connection manage?

Barrett Wealth Connection reports $148.0M across 419 accounts in assets under management.

### How do I contact Rachel Barrett?

Through Rachel's website, www.bwconnect.co.

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/8357112): 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
- The firm's website (https://bwconnect.co/): specialties, clients served, and fees, checked October 30, 2026

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