Advisor at SimplyRIA Advisor Network
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
SimplyRIA Advisor Network
Location
Tampa, FL 33607
Credentials
Series 63, Series 65
Industry experience
9 years
Sefton Barnes is a financial advisor at Caitlin John, LLC with nine years of industry experience. He holds Series 63 and Series 65 licenses and has worked at several firms including Merrill and Kingsbury Financial Advisors. Barnes also engages in fixed insurance sales as a licensed insurance agent. Caitlin John, LLC serves retail and high-net-worth individuals, trusts, qualified retirement plan sponsors, and institutions, offering investment management, financial planning, consulting, and retirement plan services. The firm provides personalized investment programs combining active and passive management, third-party portfolio managers, and a wide range of instruments, operating both wrap and non-wrap accounts.
Based on SimplyRIA Advisor Network
Based on SimplyRIA Advisor Network
One-time fixed fees for financial planning engagements (amounts negotiable) and one-time fixed consulting fees
$0+: Negotiable up to 3.00% annually for non-wrap investment management services, tiered/blended, tapered/best-tier, or fixed/contracted fee structures possible $0+: Wrap fee up to 2.48% annually for Caitlin John Wrap Fee Program (legacy clients only)
Commission compensation received by licensed IARs for insurance products sold through outside business activities; separate from advisory fees
Hourly charges reported in SEC Form ADV Part 1 but not specifically detailed in brochure
Ongoing subscription planning fees billed monthly, quarterly, or semi-annually, negotiable based on engagement scope
Account minimum: $250,000 Minimum fee: $300 annual minimum investment management fee per account Fee-only: Financial planning fees typically range from $1,000 to $10,000 but may be more or less depending on scope and complexity; consulting fees negotiable including fixed, tiered, or percentage-based fees (up to 1.50% annually for AUA services); qualified retirement plan advisory fees up to 1.50% annually
3104 N Armenia Ave, Unit 2
Tampa, FL 33607
Florida · Texas
Caitlin John, LLC
2023 - Present (3 years)
Florida Financial Advisors DBA Kingsbury Financial Advisors
2022 - 2023 (1 year)
Trinity Wealth Securities DBA Kingsbury Financial Advisors
2022 - 2023 (1 year)
Kingsbury Financial Advisors
2021 - Present (5 years)
Trinity Wealth Securities L.L.C
2019 - 2022 (3 years)
IFS Securities Inc.
2018 - 2019 (1 year)
Florida Financial Advisors
2018 - 2022 (4 years)
Merrill
2016 - 2018 (2 years)
Hotel DuvaL
2013 - 2016 (3 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®
Lithia, FL
Southshore Financial Planning
Hi, I'm Chris - Founder and Financial Planner at Southshore Financial Planning. I enjoy partnering with individuals and families to guide them to and through retirement so they can live life to the fullest. This is accomplished by first taking a deep dive into where clients are now financially and where they want to be. Then ideas are weaved together in the areas of cash flow, investments, taxes, insurance, debt and estate planning into one financial roadmap. Professionally, I am a CFP® Practitioner and have two finance-related degrees from the University of North Florida. My entire 19 year career has been dedicated to serving individuals and families in the financial services industry. Before founding Southshore Financial Planning, I spent 11 years at one of the largest financial institutions in the country where I was directly responsible for a $700 million client practice. On a personal note, my wife Heather and I are parents to three wonderful boys. In our free time we enjoy spending time with family, traveling, fishing, and watching the Tampa Bay Lightning.
Series 65
Tampa, FL
AURE Investments
Series 63, Series 65
Safety Harbor, FL
Reynolds Capital Management, Inc.
Series 63, Series 65
Tampa, FL
RetireSharp Wealth Management, LLC
Series 65
Tampa, FL
CPA Synced Financial
CFP®, Series 63, Series 66
Tampa, FL
Capital Advisory Group
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")