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Brandon Barber

Advisor at Savvy

Updated today
Savvy logo

Firm

Savvy

Location

Martindale, TX

Credentials

Series 63, Series 65

Industry experience

4 years

Client services

Financial planning Portfolio management Selection of other advisers Newsletters or periodicals Educational seminars or workshops

Fee options

Fixed

Financial planning and consulting services billed on a negotiable flat annual fee basis, assessed quarterly

Percentage

$0+: Negotiable, typically 0.3% - 1.9% annually based on account size and complexity N/A - N/A: For fees based on net worth, negotiable, typically 0.1% - 0.4%, billed quarterly in advance

Commissions

Some associated persons are registered representatives earning commissions from unaffiliated broker/dealers for securities and insurance products, separate from advisory fees

Other

Account minimum: $500,000 minimum, negotiable at advisor's discretion Minimum fee: Advisors may implement a minimum account fee for accounts below $500,000 minimum, details vary by advisor Fee-only: Investment management fees and consulting fees; no commissions charged by Savvy Advisors themselves

Work history

Savvy

2025 - Present (1 year)

Paycor

2020 - Present (6 years)

Proliant

2019 - 2020 (1 year)

ADP Broker-Dealer Inc.

2016 - 2019 (3 years)

Adp Llc

2012 - 2019 (7 years)

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

Zach B

CFP®

Kyle, TX

Barton Financial Group LLC

Zachary Barton, CFP® is the Founder and Owner of Barton Financial Group LLC, where he operates as the lead CERTIFIED FINANCIAL PLANNER™. For over 10 years, Zach has helped clients find financial peace of mind by coaching clients through the process of organizing and simplifying their finances. Zach specializes in working with Attorneys, though his clients also include Tech Executives, Business Owners, Doctors, Engineers, and Retirees. Zach attended the University of Texas for Spanish and Plan II Honors and graduated as a member of the Phi Kappa Phi Honor Society. He later attended the American College of Financial Services. Zach and his wife, Carly, both began their careers in Lubbock, TX where Carly attended Law school. In the fall of 2017, Zach and Carly decided it was time to return home to Central Texas to be closer to the original Barton family land that has been in the family since 1854. Zach founded Barton Financial Group LLC so that he could focus on helping clients as a Fiduciary with Financial Planning and Investments. Carly works as an Attorney in nearby Dripping Springs. Zach and Carly Live in Kyle, Texas with their children Clark and Lexi. Zach is the fourth generation in his family to own a business on Center Street in Kyle. When not working with clients or chasing kids around, Zach volunteers frequently with the Lions Club, and plays soccer on the weekends. Zach is a member of XY Planning Network (XYPN), active in the Buda Lions Club, and Co-Owner of Word Place Properties mixed-use real estate development.

Attorney Doctor or Medical Professional

Kelsey M

Series 66

Lockhart, TX

Edward Jones

Retirement income strategy General retirement planning Retirement plans for business owners (SEP, solo 401k) Business ownership considerations Founder/Business Owner

Michael M

CFP®, Series 63

Wimberley, TX

Edward Jones

Retirement plans for business owners (SEP, solo 401k) College savings (529s, UTMA, etc.) Wealth management General retirement planning Founder/Business Owner

Michael S

Series 66

New Braunfels, TX

Edward Jones

Retirement income strategy Retirement plans for business owners (SEP, solo 401k) Business ownership considerations General retirement planning Wealth management Founder/Business Owner

Julio C

Series 66

Kyle, TX

Edward Jones

College savings (529s, UTMA, etc.) General estate planning guidance Retirement income strategy Hispanic/Latino/Latinx Religious/faith focused

Brian W

Series 66

Lockhart, TX

Edward Jones

Retirement income strategy General retirement planning Wealth management Inheritance planning
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