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BARR Financial Services, LLC

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Client assets under management

$266,478,505

Clients

253

38% high-net worth

Advisors

2

of 2 employees

Firm type

Supported

1-3 advisors or $200M+ in AUM

More info

Clients per advisor

127

Very High

Average account size

$1,053,275

About

BARR Financial Services serves individual and high‑net‑worth clients as well as trusts, estates, foundations and business entities. The firm provides comprehensive financial planning, business planning, individual consultations, non‑securities advisory work, and ongoing asset management through its structured counseling and planning process.

The firm uses a silo investment strategy composed of multiple broadly allocated, optimized portfolios plus liquid reserves to align segments of a client’s assets with cash‑flow needs and objectives. Management under this strategy is provided on a non‑discretionary basis so clients collaborate on portfolio composition, and the firm also recommends and monitors outside sub‑advisers when specialized management is appropriate.

Noteworthy features include that the majority of the firm’s reported assets are managed non‑discretionarily (approximately $269 million as of December 31, 2025), which is less common among peers that more often use discretionary authority. BARR also offers public educational workshops and has supervised persons who are licensed to sell insurance, arrangements the firm discloses can give rise to additional compensation relationships.

Client services

Financial planning Portfolio management Selection of other advisers Educational seminars or workshops Investment consultations

Expertise

General retirement planning

Fee options

Fixed

Financial planning and consultations flat fees range from $450 to $3,500.

Percentage

$0 - $249,999: 1.50% $250,000 - $499,999: 1.25% $500,000 - $999,999: 1.00% $1,000,000 - $2,499,999: 0.90% $2,500,000 - $4,999,999: 0.70% $5,000,000 - $9,999,999: 0.60% $10,000,000 - $19,999,999: 0.55% $20,000,000+: 0.50%

Project-based

Financial planning and consultations hourly fees range from $240 to $360 per hour (minimum two hours).

Other

Fee-only: Financial planning and consultations: Fixed fees $450 to $3,500; Hourly fees $240 to $360 per hour (minimum two hours). Educational classes $50 to $100 per attendee.

Main office location

BARR Financial Services, LLC

2160 North Park Avenue

Winter Park FL 32789, United States

Number of offices

1

Most active in

More info

Florida · Georgia · North Carolina · Texas

Disclosures

More info

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

Business activities & affiliations

More info

Forms ADV

Form ADV Part 2: Client Brochure Form ADV Part 3: Client Relationship

Quick links

LinkedIn Facebook Instagram Website 407-622-0018

Advisors at this firm

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Kirk Y

CFP®, ChFC®, Series 63, Series 65

Winter Park, FL

BARR Financial Services, LLC

Kirk Young is a financial advisor at BARR Financial Services, LLC with 40 years of industry experience. He holds the CFP® and ChFC® designations and has worked at Osaic Wealth, Inc. and Triad Advisors, Inc. prior to his current role. In addition to his advisory work, he is involved in insurance sales through BARR Financial Services. BARR Financial Services serves individual and high-net-worth clients as well as trusts, estates, foundations, and business entities. The firm provides comprehensive financial and business planning along with ongoing asset management using a non-discretionary silo investment strategy that aligns client assets with cash-flow needs and objectives.

General retirement planning
user avatar

Michael S

Series 63, Series 65

Winter Park, FL

BARR Financial Services, LLC

Michael Stewart is a financial advisor with BARR Financial Services, LLC in Winter Park, FL, holding Series 63 and Series 65 licenses and having 10 years of industry experience. His prior roles include positions at Osaic Wealth, Inc. and Triad Advisors. Stewart serves as a board member of Guys with Ties, a nonprofit organization that raises funds for charities in Central Florida through events. BARR Financial Services provides comprehensive financial planning and investment advisory services to individual and high-net-worth clients, as well as trusts, estates, foundations, and business entities. The firm employs a silo investment strategy with non-discretionary management, allowing clients to collaborate on portfolio composition while also recommending outside sub-advisers when needed.

General retirement planning
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