Firm
Barrett Wealth Connection
Spring Grove, Illinois
Fee-only
Facts
| Based in | Spring Grove, Illinois |
|---|---|
| Website | bwconnect.co |
| Phone | (815) 529-7527 |
Barrett Wealth Connection fees
Barrett Wealth Connection doesn't publish its prices on its website, or we couldn't confirm them word for word. Its website says it charges by: hourly. 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
| Paid by | Percentage of assets · Hourly · Fixed fees |
|---|---|
| Assets managed | $148 million |
| Individual clients | 104 |
| Financial planning | Offered |
| Form ADV filed | October 12, 2026 |
| SEC record | CRD 161020 |