Barnard Financial Group, LLC
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$94,238,026
Clients
333
6% high-net worth
Advisors
1
of 1 employees
Firm type
Independent
1 advisor
Fewer clients per advisor generally means more personalized, proactive service. Higher ratios may reflect streamlined models or lower minimums.
Clients per advisor
333
Very HighAverage account size
$282,997
About
Barnard Financial Group provides discretionary asset management and retirement-plan advisory services to individuals, high-net-worth clients, and corporate retirement plans, including acting as either a limited-scope ERISA 3(21) adviser or a full discretionary 3(38) investment manager. The firm also arranges for sub‑advisors to manage portions of client portfolios and offers insurance products through an affiliated insurance business.
Investment programs are tailored to documented client objectives and risk tolerance, using fundamental analysis and an investment policy statement, with periodic (typically quarterly) reviews and discretionary authority to execute trades and select or terminate sub‑advisors. For retirement plans, services include IPS development, selection of qualified default investment alternatives, participant education, and monitoring or full discretionary management depending on the engagement.
What is distinctive about the firm is its insurance affiliation and related outside business activities — the firm’s principal spends roughly 30% of their time on the affiliated insurance business and receives customary commissions, a relationship the brochure discloses as a potential conflict of interest. The firm’s explicit focus on pension consulting and provision of ERISA 3(38) services, combined with its emphasis on high‑net‑worth and plan sponsor clients rather than typical non‑HNW retail clients, sets it apart from many peers.
Client services
Portfolio management
Pension consulting
Selection of other advisers
Expertise
Wealth management
Retirement plans for business owners (SEP, solo 401k)
Fee options
$0+: up to 1.50% annually (negotiable) for asset management services $0+: up to 1.00% annually (negotiable) for ERISA plan services
Investment Advisor Representatives receive commissions from insurance product sales separately from advisory fees.
Main office location
Barnard Financial Group, LLC
555 Sun Valley Dr, Ste L 2
Roswell GA 30076, United States
Number of offices
1
Most active in
Barnard Financial Group, LLC has reported serving >5 clients in these states in the last 12 months.
Georgia · Tennessee
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Is not active or affiliated with:
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
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