Advisor at Merryfield Barnes, LLC
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
Merryfield Barnes, LLC
Location
Ithaca, NY 14850
Credentials
Series 66
Industry experience
4 years
Fixed fees generally range from $1,500 to $30,000 for financial planning and consulting services
$0 - $500,000: 2.00% for Equities, ETFs, Options $500,001 - $1,000,000: 1.75% for Equities, ETFs, Options $1,000,001 - $5,000,000: 1.00% for Equities, ETFs, Options Above $5,000,000+: Negotiable for Equities, ETFs, Options $0 - $500,000: 1.75% for Corporate, Sovereign Debt, High-Yield Bonds $500,001 - $1,000,000: 1.50% for Corporate, Sovereign Debt, High-Yield Bonds $1,000,001 - $5,000,000: 1.00% for Corporate, Sovereign Debt, High-Yield Bonds Above $5,000,000+: Negotiable for Corporate, Sovereign Debt, High-Yield Bonds $0 - $5,000,000: 0.20% for Municipal Bonds $5,000,001 - $10,000,000: 0.17% for Municipal Bonds Above $10,000,000+: 0.15% for Municipal Bonds $0 - $1,000,000: 1.40% for Mutual Funds Above $1,000,000+: 1.00% for Mutual Funds
Hourly fees generally range from $500 to $1000 depending on the level and scope of services
Fee-only: Fixed fees generally range from $1,500 to $30,000 for financial planning and consulting services
Merryfield Barnes, LLC
2011 - Present (15 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
CFP®, Series 66
Ithaca, NY
Edward Jones
CFP®, Series 65
Ithaca, NY
S Conway Consulting, LLC
Series 66
Ithaca, NY
Centennial Wealth Management Inc.
CFP®, Series 63
Ithaca, NY
Anchor Capital Management, LLC
Series 65
Ithaca, NY
Fingerlakes Wealth Management, Inc.
Series 63, Series 65
Ithaca, NY
Centennial Wealth Management Inc.
Not sure where to start?
We'll help you think it through – whether you ultimately need an advisor or not.
Warmer provides personalized recommendations and introductions to independent fiduciary advisors. We do not supervise advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
Each advisor listed on our site is an independent fiduciary responsible for their own advice. Warmer may receive fees from advisors for participation or referrals; these fees are paid by advisors and do not affect the fees clients pay for advisory services.
For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Please review an advisor's Form ADV and do your own diligence before entering into an advisory relationship.
By using our service, you agree to Warmer's Terms of Service and Advisory Agreement and Privacy Policy. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. ("Warmer")