Advisor at Barrett Wealth Connection LLC
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Firm
Barrett Wealth Connection LLC
Location
Spring Grove, IL 60081
Credentials
CFP®, CFA®
Industry experience
18 years
Amy Barrett is a CFP® and CFA® with 18 years of experience in financial advising. She has been with Barrett Wealth Connection LLC since 2012. Outside of her advisory role, she volunteers as a pro-bono investment manager for Congregation Am Echod and serves on the board of the Illinois and Dressage Combined Training Association. Barrett Wealth Connection LLC provides wealth management, financial planning, and retirement-plan advisory services to individual clients, including high-net-worth households, as well as pension plans, foundations, and not-for-profit organizations. The firm emphasizes written Investment Policy Statements and a discretionary, buy-and-hold investment approach, and offers educational seminars at no charge as part of its client and participant outreach.
Based on Barrett Wealth Connection LLC
Based on Barrett Wealth Connection LLC
Maximum monthly fee for continuing financial planning services is $300
$1 - $2,000,000: 1.00% annually $2,000,001 - $5,000,000: 0.80% annually Over $5,000,000+: Negotiable
$300 per hour for financial planning services
Account minimum: $625 per quarter account minimum fee (may be waived by advisor) Minimum fee: $625 per quarter account minimum fee which may be waived based on client needs and complexity Fee-only: Wealth management fees, financial planning fees (hourly $300, max monthly $300), retirement plan fees based on plan assets percentage (negotiable)
2002 Holian Drive, Suite 104
Spring Grove, IL 60081
Colorado · Illinois · Texas
Barrett Wealth Connection
2012 - Present (14 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is not active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
CFP®, ChFC®
Grayslake, IL
R. W. Stanley Investment Planning
CFP®, Series 63, Series 65
Libertyville, IL
Encompass Wealth Management LLC
Series 65
Richmond, IL
Dream Weaver Financial Planning LLC
Series 63, Series 65
Mchenry, IL
Daleiden Wealth Advisors
CFP®, ChFC®, Series 66
Grayslake, IL
ConCap LLC
Series 65
Lake Geneva, WI
Kramer Investment Services, LLC
Not sure where to start?
We'll help you think it through – whether you ultimately need an advisor or not.
Warmer provides personalized recommendations and introductions to independent fiduciary advisors. We do not supervise advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
Each advisor listed on our site is an independent fiduciary responsible for their own advice. Warmer may receive fees from advisors for participation or referrals; these fees are paid by advisors and do not affect the fees clients pay for advisory services.
For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Please review an advisor's Form ADV and do your own diligence before entering into an advisory relationship.
By using our service, you agree to Warmer's Terms of Service and Advisory Agreement and Privacy Policy. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. ("Warmer")