Advisor at Barber & Associates
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
Barber & Associates
Location
The Villages, FL
Credentials
ChFC®, Series 63
Industry experience
41 years
Michael Barber is the principal of Barber & Associates in The Villages, FL, holding the ChFC® designation and Series 63 license with 41 years of industry experience. He is also the principal of Wealth Management Network, a training firm for financial advisors, and owns Concierge Tax Preparation, LLC, which prepares income tax returns. Additionally, he is involved with an estate documentation firm, Estate Docs PMO. Barber & Associates provides advisory services to individual clients without account minimums, managing approximately $37.3 million across about 183 clients. The firm focuses on setting investment objectives and referring clients to third-party managed account programs while offering insurance and retirement-planning services through an affiliated insurance business.
Based on Barber & Associates
Up to 1.25% annually
The Villages, FL
Florida · Texas
Kissling Financial Services, LLC
2019 - Present (7 years)
Wealth Management Network
2016 - Present (10 years)
Concierge Tax Preparation, LLC
2011 - Present (15 years)
Barber & Associates
2010 - Present (16 years)
Barber & Associates Financial Group, LLC
2009 - Present (17 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Is not active or affiliated with:
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®
The Villages, FL
Richard A. Stebbins CPA CFP CMFC
CFP®, Series 63, Series 65
The Villages, FL
Bill Losey Retirement Solutions, LLC
Series 63, Series 65
Oxford, FL
Dushane Management, Inc.
Series 65
The Villages, FL
Zenith Advisory Group, LLC
CFP®, Series 66
Oxford, FL
Capstonewealth
Series 65
The Villages, FL
New Millennium Asset Management, Inc.
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