Barry M. Corkern & Co., Inc. at a glance
- One of 46 fee-only firms based in Arkansas in the Wellspent graph.
- 1 advisor is listed here, who holds the CFP.
- Its Form ADV reports 5 employees and 81 individual clients, 81 of them high net worth.
- Its average account is about $1.9 million (assets it manages divided by its 85 accounts).
Facts
| Based in | Little Rock, Arkansas |
|---|---|
| Website | bcorkern.com |
| [email protected] | |
| Phone | (501) 664-7866 |
Questions about Barry M. Corkern & Co., Inc.
How is Barry M. Corkern & Co., Inc. paid?
Barry M. Corkern & Co., Inc.'s Form ADV says it is paid by: percentage of assets, hourly.
How many advisors does Barry M. Corkern & Co., Inc. have in the Wellspent public graph?
The Wellspent public graph lists 1 advisor at Barry M. Corkern & Co., Inc..
What is the average account at Barry M. Corkern & Co., Inc.?
Barry M. Corkern & Co., Inc.'s average account is about $1.9 million. That's the assets on its Form ADV divided by its 85 accounts.
What does Barry M. Corkern & Co., Inc. specialize in?
Barry M. Corkern & Co., Inc.'s advisors and website list tax planning, estate & legacy planning and family wealth transfer.
Barry M. Corkern & Co., Inc. fees
Barry M. Corkern & Co., Inc. 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
| Paid by | Percentage of assets · Hourly |
|---|---|
| Assets managed | $162 million |
| Individual clients | 0 |
| High-net-worth clients | 81 |
| Accounts managed | 85 |
| Employees | 5 |
| Planning clients | 51-100 |
| Registered with | The SEC (801-21669) |
| Financial planning | Offered |
| Form ADV filed | January 22, 2026 |
| SEC record | CRD 104730 |