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Barnes Pettey Financial Advisors, LLC

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Total assets under management

$1,123,122,793

Total clients

2,144

30% high-net worth

Total advisors

8

of 15 employees

Firm size

Team

4-10 advisors or $500M+ in AUM

Average clients per advisor

268

Average account size

$523,845

About

Barnes Pettey Financial Advisors, LLC provides discretionary and non‑discretionary investment management, personalized financial planning, and consulting to individuals (including high‑net‑worth clients), families, trusts, estates, charitable organizations, corporations, and retirement plans. The firm reports managing about $1.123 billion in client assets and serves 2,144 client accounts through a team of eight advisors.

Portfolios are tailored to each client’s objectives and risk tolerance and may include mutual funds, ETFs, equities, corporate bonds, REITs, SMAs, private funds/alternative investments, structured notes, and variable annuities; the firm uses fundamental and technical analysis and may engage External Managers for portions of client assets. Barnes Pettey integrates comprehensive financial planning into its advisory process, conducts ongoing monitoring with at least annual reviews, and discloses potential conflicts such as insurance‑product commissions and the use of margin.

Compared with many peers, Barnes Pettey operates from six offices and maintains a high client‑to‑advisor ratio (roughly 268 clients per advisor), and the brochure notes legacy wrap‑fee arrangements that are limited to existing participants and are no longer offered to new clients. The firm also discloses an affiliation with the accounting firm DeVoe Carr, PLLC and describes written referral/solicitor arrangements and its custodial relationship with Raymond James.

Client services

Financial planning Portfolio management Pension consulting Selection of other advisers

Fee options

Fixed

Fixed fees ranging from $750 to $3,000 for financial planning services

Percentage

$0 - $1,000,000: 1.25% Over $1,000,000 - $2,000,000: 1.10% Over $2,000,000 - $5,000,000: 0.95% Over $5,000,000 - $10,000,000: 0.80% Over $10,000,000+: 0.65%

Project-based

Hourly fee rate up to $200 per hour for financial planning and consulting services

Other

Fee-only: Fixed fees ranging from $750 to $3,000 depending on complexity; hourly rates up to $200 per hour

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

Main office location

Barnes Pettey Financial Advisors, LLC

252 Sunflower Avenue

Clarksdale MS 38614, United States

Number of offices

6

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