Siria Terry
Blue Barn Wealth · Orem, Utah
Siria Terry is a fee-only financial advisor at Blue Barn Wealth in Orem, Utah. Siria charges a percentage of assets (1% a year on the first tier of assets managed and a $5,000 asset minimum) and focuses on retirement planning, estate & legacy planning and tax planning.
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Specialties
Facts
| Firm | Blue Barn Wealth |
|---|---|
| Based in | Orem, Utah |
| Fee model | Percentage of assets |
| Fees (firm's website) | 1% a year on the first tier of assets managed · A $5,000 asset minimum |
| Assets under management | $317.1M across 681 accounts |
| SEC registration | Investment adviser representative in UT · CRD 7843636 |
| Exams passed | Series 65 (2023) |
| Firm size | 9 employees |
| Disclosures | None reported |
| Website | bluebarnwealth.com |
How Siria's firm compares
- Blue Barn Wealth's average account is about $466,000, from its Form ADV (assets managed divided by 681 accounts).
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Questions about Siria
Is Siria Terry a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Siria holds no broker registration, and Blue Barn Wealth reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Siria charge for financial advice?
Siria charges a percentage of assets.
How much does Siria charge?
According to Blue Barn Wealth's website, checked October 30, 2026: 1% a year on the first tier of assets managed; a $5,000 asset minimum.
Where is Siria Terry based?
Siria Terry is based in Orem, Utah.
What does Siria specialize in?
Siria's specialties include retirement planning, estate & legacy planning and tax planning.
Is Siria Terry registered with the SEC?
Yes. Siria Terry is registered as an investment adviser representative in UT (CRD 7843636), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Blue Barn Wealth manage?
Blue Barn Wealth reports $317.1M across 681 accounts in assets under management.
How do I contact Siria Terry?
Through Siria's website, bluebarnwealth.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
- Blue Barn Wealth 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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