Zach Barton
Barton Financial Group LLC · Kyle, Texas
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.
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Specialties
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 |
| Assets under management | $25.0M across 211 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in TX · CRD 6225400 |
| Exams passed | Series 63 (2013) · Series 65 (2017) |
| Firm size | 2 employees |
| Disclosures | None reported |
| Website | bfgtx.com |
| Profile |
How Zach's firm compares
- Ongoing planning starts at $588 a year, below the Texas median of $3,000 for fee-only firms that publish prices.
- The hourly rate is $175, below the Texas median of $250 for fee-only firms that publish prices.
- Barton Financial Group LLC's average account is about $118,000, from its Form ADV (assets managed divided by 211 accounts).
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Questions about Zach
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.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Other fee-only advisors in Kyle
Other advisors in Texas who focus on sustainable & impact investing
Where this information comes from
- XY Planning Network directory listing : XYPN members are fee-only
- Barton Financial Group LLC website : specialties, clients served, and fees, checked October 28, 2026
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 27, 2026
- Directory listing last checked April 21, 2026.
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