BARNETT FINANCIAL PLANNING

Overview

Barnett Financial Planning is a small, independent RIA run as a sole proprietorship focused on individual and family clients. The firm operates primarily as a non-discretionary advisor and positions itself around financial planning and portfolio management for individuals and small businesses, with an explicit practice of selecting outside advisers and managers when appropriate. Fee arrangements are hourly or fixed-fee rather than an asset-based model, which aligns with the firm’s non-discretionary posture: recommendations are made to clients who retain trading authority. Investment activity centers on pooled public funds as the core building block for client portfolios, supplemented by insurance-based solutions. The firm is marked as a capital allocator—meaning it places client capital with third-party managers where needed—rather than running large proprietary strategies. Barnett Financial Planning is not flagged as an active ESG investor and currently operates within a single-state footprint.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices