Richard Devoe
Barnes Pettey Financial Advisors · Clarksdale, Mississippi
Richard Devoe is a fee-only financial advisor at Barnes Pettey Financial Advisors in Clarksdale, Mississippi, who holds the CFP credential. Richard focuses on estate & legacy planning. Barnes Pettey Financial Advisors reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.
Request an introduction to Richard →
Specialties
Facts
| Firm | Barnes Pettey Financial Advisors |
|---|---|
| Based in | Clarksdale, Mississippi |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Accepting new clients | Yes |
| Assets under management | $1.31B across 3,303 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in MS · CRD 3229112 |
| Exams passed | Series 63 (1999) · Series 65 (2004) |
| Firm size | 13 employees |
| Disclosures | None reported |
| Website | www.barnespettey.com |
How Richard's firm compares
- Barnes Pettey Financial Advisors's average account is about $397,000, from its Form ADV (assets managed divided by 3,303 accounts).
Request an introduction to Richard
Tell Richard a little about what you're looking for. Richard isn't on Wellspent yet, so we'll let them know you're looking for help and pass your message on when they join. No cost, no obligation.
Questions about Richard
Is Richard Devoe a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Richard holds no broker registration, and Barnes Pettey Financial Advisors 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, Barnes Pettey Financial Advisors, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
Where is Richard Devoe based?
Richard Devoe is based in Clarksdale, Mississippi.
What does Richard specialize in?
Richard's specialties include estate & legacy planning.
What credentials does Richard Devoe hold?
Richard Devoe holds the CFP credential.
Is Richard Devoe registered with the SEC?
Yes. Richard Devoe is registered as an investment adviser representative in MS (CRD 3229112), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Barnes Pettey Financial Advisors manage?
Barnes Pettey Financial Advisors reports $1.31B across 3,303 accounts in assets under management.
How do I contact Richard Devoe?
Through Richard's website, www.barnespettey.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
- Barnes Pettey Financial Advisors 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.
See something wrong? Request a correction. Read our methodology.