# Zach Barton

> Zach Barton is a fee-only financial advisor at Barton Financial Group LLC in Kyle, Texas, who holds the CFP credential. Zach charges a percentage of assets, an ongoing planning fee and hourly fees (ongoing planning from $588 a year and $175 an hour) and focuses on sustainable & impact investing, estate & legacy planning and tax planning.

Page: https://find.wellspent.co/advisors/zach-barton/
Built from public directory listings; last checked April 21, 2026.

## Facts

- **Firm:** Barton Financial Group LLC
- **Based in:** Kyle, Texas
- **Fee model:** Percentage of assets; Ongoing planning fee; Hourly
- **Fees (firm's website):** ongoing planning from $588 a year; $175 an hour; 0.49%–1.25% a year of assets managed
- **Accepting new clients:** Yes (firm's website)
- **Assets under management (firm):** $25.0M across 211 accounts
- **Credentials:** CFP
- **Specialties:** Sustainable & impact investing, Estate & legacy planning, Tax planning
- **CRD:** 6225400 (https://adviserinfo.sec.gov/individual/summary/6225400)
- **SEC registration:** Investment adviser representative in TX
- **Exams passed:** Series 63 (2013), Series 65 (2017)
- **Firm size:** 2 employees
- **Disclosures:** None reported
- **Website:** http://bfgtx.com

## Frequently asked questions

### Is Zach Barton a fee-only financial advisor?

Yes. Zach Barton is listed in the XY Planning Network directory (XYPN members are fee-only). SEC records as of October 27, 2026 show no broker registration and no commission compensation reported by Zach's firm.

### How does Zach charge for financial advice?

Zach charges a percentage of assets, an ongoing planning fee and hourly fees.

### How much does Zach charge?

According to Barton Financial Group LLC's website, checked October 28, 2026: ongoing planning from $588 a year; $175 an hour; 0.49%–1.25% a year of assets managed.

### Where is Zach Barton based?

Zach Barton is based in Kyle, Texas.

### What does Zach specialize in?

Zach's specialties include sustainable & impact investing, estate & legacy planning and tax planning.

### What credentials does Zach Barton hold?

Zach Barton holds the CFP credential.

### Is Zach Barton registered with the SEC?

Yes. Zach Barton is registered as an investment adviser representative in TX (CRD 6225400), per SEC Investment Adviser Public Disclosure data as of October 27, 2026.

### How much does Barton Financial Group LLC manage?

Barton Financial Group LLC reports $25.0M across 211 accounts in assets under management.

### How do I contact Zach Barton?

Through Zach's website, bfgtx.com.

## Sources

- XY Planning Network directory listing (https://www.xyplanningnetwork.com/find-an-advisor/zach-barton-11436): XYPN members are fee-only
- SEC Investment Adviser Public Disclosure and Form ADV: registration, exams, and firm facts, data as of October 27, 2026
- The firm's website (https://bartonfinancialgroup.com/): specialties, clients served, and fees, checked October 28, 2026

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Source: Wellspent, the public graph of fee-only advisors (https://find.wellspent.co). No paid placement.