Advisor at Warner Financial, Inc.
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.
Location
Bethesda, MD
Credentials
CFP®, Series 63, Series 65
Industry experience
42 years
Barbara Warner is a CFP® with 42 years of industry experience. She has been with Warner Financial, Inc. since 2005 and previously worked at Cambridge Investment Research, Inc. from 2009 to 2017. Warner Financial is a four-advisor team that provides fee-only investment advisory and financial planning services primarily to individuals, pension and profit-sharing plans, and charitable organizations. The firm manages approximately $745 million using a top-down, asset-allocation approach focused on diversified, cost- and tax-aware portfolios constructed with no-load mutual funds and ETFs.
Based on Warner Financial, Inc.
Flat fees may be charged based on certain criteria (e.g., advanced planning needs, comprehensive financial plans).
$0 - $250,000: 0.90% $250,000 - $1,000,000: 0.85% $1,000,000 - $3,000,000: 0.75% $3,000,000 - $5,000,000: 0.65% $5,000,000+: 0.50%
Hourly charges reported in SEC Form ADV Part 1 but not specifically detailed in brochure.
Account minimum: $1,000,000 Fee-only: Fee-only basis, fees negotiable, and flat fees may be charged based on criteria.
Bethesda, MD
Maryland · Texas
Cambridge investment Research, Inc
2009 - 2017 (8 years)
Warner Financial Inc.
2005 - Present (21 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.
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Rockbound Capital LLC
Monte Hoover is the sole advisor at Rockbound Capital LLC in Washington, DC. He holds a Series 65 credential and has been with the firm since 2025. Hoover is a self-directed PhD student and research assistant at the University of Maryland, focusing on generative AI safety and efficiency. Prior to his advisory role, he worked at Microsoft and has experience in technology and research. Rockbound Capital provides discretionary portfolio management services to individuals and high net worth clients, utilizing model portfolios based on asset allocation and Modern Portfolio Theory. The firm emphasizes the use of a single qualified custodian and operates with distinctive practices, including limited custody and no participation in wrap fee programs.
CFP®, Series 65
Laurel, MD
McQuade, Kathleen Mary
Kathleen McQuade is a Certified Financial Planner® with three years of industry experience, operating as the sole advisor at her independent firm in Laurel, MD. She has been managing her practice since 2010 and holds a Series 65 license. Her firm provides fee-only financial planning and consulting services to individual clients, focusing on investment, retirement, insurance, education, and estate planning. The practice employs a long-term, buy-and-hold investment approach, primarily recommending no-load, low-cost, tax-efficient mutual funds with asset allocation as the key factor in portfolio returns.
CFA®, Series 65
Annandale, VA
Bishopsgate Investment Company
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