Advisor at 30-40 Wealth Partners
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
30-40 Wealth Partners
Location
Cornelius, NC
Credentials
CFA®, Series 63
Industry experience
12 years
Kristopher Barney is a CFA® charterholder with 12 years of industry experience. He is the sole advisor at 30-40 Wealth Partners, where he has worked since 2020. Prior to this, he held roles at Opendoor Labs and Funding Circle USA, Inc. Outside of his advisory work, Barney provides consulting services to real estate and financial technology companies and his household receives royalties from an internationally published book. 30-40 Wealth Partners offers investment management and financial planning to individuals, high-net-worth clients, charitable organizations, and businesses. The firm employs a combined active and passive investment approach, including specialized diversification strategies and access to third-party separately managed account programs.
Based on 30-40 Wealth Partners
Based on 30-40 Wealth Partners
Fixed fees for Limited Scope Financial Planning Services typically range from $5,000 to $60,000
$0 - $500,000: 1.50% annually $500,001 - $2,500,000: 0.75% annually $2,500,001+: 0.50% annually
Minimum fee: $7,500 annually for combined Investment Management and Ongoing Financial Planning Services for clients with assets under $500,000
Cornelius, NC
California · New York · North Carolina · Texas
30-40 Wealth Partners, LLC
2020 - Present (6 years)
Opendoor Labs
2017 - 2021 (4 years)
Funding Circle USA, Inc.
2014 - 2016 (2 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
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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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Evergreen Wealth Services
Michael Fuhr, CFP® is a CERTIFIED FINANCIAL PLANNER™ and Founder of Evergreen Wealth Services, a fee-only financial advisory firm located in Mooresville, North Carolina. Michael provides experienced financial planning and investment management services to individuals and families. His goal is to help clients make wise financial decisions to ensure a secure financial future. Michael believes that financial planning is the cornerstone of your financial success, starting with your unique goals and objectives. Ongoing services address the following core areas: retirement planning, investments, tax strategies, maximizing employee benefits (private and Federal), education funding, real estate financing, insurance review, estate and legacy planning and charitable giving strategies. As an independent, fee-only Financial Advisor, Michael does not receive commissions or other incentives. He acts in your best interests as your fiduciary advisor and his only loyalty is to you. He serves clients in the Lake Norman, Charlotte and surrounding areas. He also works with clients virtually across the country. Michael grew up in Bucks County, Pennsylvania. He and his family reside in Mooresville, North Carolina.
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