Barentsen Advisory Services, LLC

Overview

Barentsen Advisory Services, LLC is organized as a single-owner limited liability company that provides financial planning services rather than a broad suite of discretionary portfolio management. The firm charges clients on an hourly or fixed-fee basis, which aligns with a fee-for-service planning model instead of an asset-based advisory practice. Public filings indicate the adviser does not present itself as an active ESG investor, is not a multi-state adviser, and is not positioned as a pension consultant or related adviser to another firm. Classification in available data is listed as unclassified and the adviser is not identified as a capital allocator.

Assets & Accounts

Investments & Alternatives