Advisor at Blue Barn Wealth
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
Blue Barn Wealth
Location
Orem, UT 84057
Credentials
CFP®, Series 66
Industry experience
4 years
Leland Mc Cullough is a CFP® with four years of industry experience, currently serving at Blue Barn Wealth. He has previously worked at Fabian VanCott and several other firms. In addition to his financial advisory role, he is also an attorney with The McCullough Group. Blue Barn Wealth provides comprehensive wealth management to individual and high-net-worth households, offering tiered service levels that include financial planning, portfolio management, retirement plan consulting, and business advisory services. The firm employs a long-term, diversified investment approach based on Modern Portfolio Theory and utilizes third-party sub-advisors and platforms to manage client assets.
Based on Blue Barn Wealth
Based on Blue Barn Wealth
$0 - $1,000,000: 1.00% annually $1,000,000.01 - $4,000,000: 0.75% annually $4,000,000.01 - $10,000,000: 0.50% annually $10,000,000.01+: 0.25% annually
Up to $300 per hour for financial planning services
Ongoing financial planning engagement initial fee $100-$2,000 plus annual fee $1,800-$24,000 billed monthly
Account minimum: $5,000 Minimum fee: Minimum fee may apply and be paid monthly instead of quarterly; specific amounts depend on client engagement agreement
370 West Center Street
Orem, UT 84057
Utah
Savvy
2026 - Present (1 year)
The McCullough Group
2023 - Present (3 years)
Blue Barn Wealth, LLC
2023 - Present (3 years)
Fabian VanCott
2018 - 2023 (5 years)
Town Square Capital
2018 - 2018 (1 year)
CapFinancial Securities, LLC
2018 - 2018 (1 year)
Captrust
2018 - 2018 (1 year)
Cannon Holbrook, CPA
2018 - 2018 (1 year)
Captrust (fka Knox Capital Advisors, LLC)
2016 - 2017 (1 year)
Captrust (fka Knox Capital Advisors, LLC)
2015 - 2018 (3 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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