Rachel Barrett
Barrett Wealth Connection · Golden, Colorado
Rachel Barrett is a fee-only financial advisor at Barrett Wealth Connection in Golden, Colorado. Rachel charges hourly fees.
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Who they serve
- Divorced individuals
Facts
| Firm | Barrett Wealth Connection |
|---|---|
| Based in | Golden, Colorado |
| Fee model | Hourly |
| Assets under management | $148.0M across 419 accounts |
| SEC registration | Investment adviser representative in CO, TX · CRD 8357112 |
| Exams passed | Series 65 (2026) |
| Firm size | 3 employees |
| Disclosures | None reported |
| Website | www.bwconnect.co |
| Profile |
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Questions about Rachel
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.
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
- Barrett Wealth Connection 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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