Warren Barnett
Barnett & Company · Chattanooga, Tennessee
Warren Barnett is a fee-only financial advisor at Barnett & Company in Chattanooga, Tennessee, who holds the CFA credential. Warren focuses on estate & legacy planning. Barnett & Company reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.
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Specialties
Facts
| Firm | Barnett & Company |
|---|---|
| Based in | Chattanooga, Tennessee |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Assets under management | $142.0M across 263 accounts |
| Credentials | CFA |
| SEC registration | Investment adviser representative in TN, TX · CRD 857529 |
| Firm size | 5 employees |
| Disclosures | Reported; see the SEC record |
| Website | www.barnettandcompany.com |
| Profile |
How Warren's firm compares
- Barnett & Company's average account is about $540,000, from its Form ADV (assets managed divided by 263 accounts).
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Questions about Warren
Is Warren Barnett a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Warren holds no broker registration, and Barnett & Company reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Warren charge for financial advice?
Warren's firm, Barnett & Company, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
Where is Warren Barnett based?
Warren Barnett is based in Chattanooga, Tennessee.
What does Warren specialize in?
Warren's specialties include estate & legacy planning.
What credentials does Warren Barnett hold?
Warren Barnett holds the CFA credential.
Is Warren Barnett registered with the SEC?
Yes. Warren Barnett is registered as an investment adviser representative in TN and TX (CRD 857529), per SEC Investment Adviser Public Disclosure data as of October 29, 2026. The record lists disclosures; see the SEC record for details.
How much does Barnett & Company manage?
Barnett & Company reports $142.0M across 263 accounts in assets under management.
How do I contact Warren Barnett?
Through Warren's website, www.barnettandcompany.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
- Barnett & Company 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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