Barnes Pettey Financial Advisors

Barnes Pettey Financial Advisors at a glance

• One of 32 fee-only firms based in Mississippi in the Wellspent graph.
• 8 advisors are listed here; 3 of 8 hold the CFP.
• Its Form ADV reports 13 employees and 3,024 individual clients, 945 of them high net worth.
• Its average account is about $397,000 (assets it manages divided by its 3,303 accounts).

Fee-only advisors in Mississippi

Facts

Barnes Pettey Financial Advisors fees

Barnes Pettey Financial Advisors doesn't publish its prices on its website, or we couldn't confirm them word for word. Ask for its Form ADV Part 2A, which must describe its fees.

For comparison, fee-only firms that publish prices charge a median of $4,500 a year for ongoing planning, $2,000 for a one-time plan, $300 an hour, or 1% of assets. See the fee report.

What its SEC filing says

Advisors at this firm (8)

• Andrew Yee

  CFP

• Daniel Myrick

• Gerald Smith

  CFP

• Holmes Pettey

• Joseph Friend

• Julie Flowers

• Richard Devoe

  CFP

• Ryan Barnes