BARTLEY FINANCIAL ADVISORS, LLC

Overview

Bartley Financial Advisors, LLC is an independent registered investment adviser that positions itself as a capital allocator for individual and family clients. The firm combines fee-based financial planning with discretionary and non-discretionary portfolio management, and it acts as a selector of third-party managers when clients require specialized strategies. Service lines include comprehensive financial planning, investment management for individuals and small businesses, solutions for institutional or business clients, and pension consulting support. Billing structures mix asset-based fees with hourly and fixed-fee arrangements, allowing flexibility for different client engagements. Investment practice emphasizes public pooled vehicles as the primary implementation tool, while the adviser also sources external alternative managers for clients who need access to non‑traditional exposures. The firm does not present itself as an active ESG investor. Given the mix of services and fee options, Bartley Financial Advisors appears to target high-net-worth households that value planner-led advice together with outsourced manager access.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices