# Richard Barnett

> Richard Barnett is a fee-only financial advisor at Highline Wealth Partners in Sherman Oaks, California, who holds the CFA credential. Richard focuses on family wealth transfer and small business owners. Highline Wealth Partners reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.

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

## Facts

- **Firm:** Highline Wealth Partners
- **Based in:** Sherman Oaks, California
- **Fee model (firm's Form ADV):** Percentage of assets; Hourly; Fixed fees
- **Fees (firm's website):** a $1,000,000 asset minimum
- **Accepting new clients:** Yes (firm's website)
- **Assets under management (firm):** $867.9M across 942 accounts
- **Credentials:** CFA
- **Specialties:** Family wealth transfer, Small business owners
- **Works with:** Executives, Multi-generational families
- **CRD:** 1667160 (https://adviserinfo.sec.gov/individual/summary/1667160)
- **SEC registration:** Investment adviser representative in CA, TX
- **Firm size:** 17 employees
- **Disclosures:** None reported
- **Website:** http://www.charlesworthrugg.com

## Frequently asked questions

### Is Richard Barnett a fee-only financial advisor?

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

### How does Richard charge for financial advice?

Richard's firm, Highline Wealth Partners, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.

### How much does Richard charge?

According to Highline Wealth Partners's website, checked October 30, 2026: a $1,000,000 asset minimum.

### Where is Richard Barnett based?

Richard Barnett is based in Sherman Oaks, California.

### What does Richard specialize in?

Richard's specialties include family wealth transfer and small business owners. Richard works with executives and multi-generational families.

### What credentials does Richard Barnett hold?

Richard Barnett holds the CFA credential.

### Is Richard Barnett registered with the SEC?

Yes. Richard Barnett is registered as an investment adviser representative in CA and TX (CRD 1667160), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.

### How much does Highline Wealth Partners manage?

Highline Wealth Partners reports $867.9M across 942 accounts in assets under management.

### How do I contact Richard Barnett?

Through Richard's website, www.charlesworthrugg.com.

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/1667160): 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://www.highlinewp.com/): 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.