Advisor at Barton Financial Group LLC
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Firm
Barton Financial Group LLC
Location
Bellville, TX
Credentials
Series 65
Industry experience
1 year
William Pier is a financial advisor at Barton Financial Group LLC with a Series 65 credential and one year of industry experience. He previously worked at New York Life Insurance Company and St. Mary's Catholic Center. Barton Financial Group serves individuals, employer plan sponsors, charitable organizations, and small businesses, providing discretionary portfolio management, financial planning, and retirement plan consulting. The firm employs a strategic asset allocation approach combining passive and active vehicles, emphasizes long-term holding periods, and integrates institutional technology and model resources to tailor portfolios to client goals and risk tolerance.
Based on Barton Financial Group LLC
Based on Barton Financial Group LLC
Ongoing financial planning packages with fixed monthly fees: Jumpstart $33/mo + $230 setup fee, Fundamental $219/mo, Premier $319/mo.
$0 - $500,000: 1.25% (Investment Only Clients), 1.00% (Financial Planning Clients) $500,001 - $1,500,000: 1.00% (Investment Only Clients), 0.85% (Financial Planning Clients) $1,500,001 - $5,000,000: 0.90% (Investment Only Clients), 0.75% (Financial Planning Clients) $5,000,001+: 0.70% (Investment Only Clients), 0.55% (Financial Planning Clients)
Hourly financial planning at $230/hour, negotiable.
Fee-only: Hourly financial planning at $230/hour (negotiable); Ongoing financial planning fixed fees: Jumpstart $33/mo + $230 setup, Fundamental $219/mo, Premier $319/mo.
Bellville, TX
Texas
Barton Financial Group, LLC
2021 - Present (5 years)
New York Life Insurance Company
2020 - 2020 (1 year)
St. Mary's Catholic Center
2019 - 2020 (1 year)
Full Time Student
2017 - 2020 (3 years)
Full Time Student
2013 - 2017 (4 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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