Barrett FP LLC
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Total assets under management
$0
Total clients
2
0% high-net worth
Total advisors
1
of 1 employees
Firm size
Independent
1 advisor
Average clients per advisor
2
Average account size
$0
About
Barrett FP LLC primarily serves individual and high‑net‑worth clients, providing tailored, one‑on‑one financial planning on an hourly basis. The firm delivers non‑discretionary recommendations and does not manage client investment accounts or implement trades, leaving execution and custody to clients.
The firm’s process begins with a structured interview and risk assessment, followed by integrated portfolio analysis and written planning deliverables that emphasize diversification, tax efficiency, low‑cost mutual funds and ETFs, and periodic rebalancing. Reviews are performed on client request and the adviser does not recommend custodians, aggregate trades, or accept discretionary authority over client accounts.
Notably for a solo independent adviser, Barrett FP LLC does not provide portfolio management or use percentage‑of‑assets‑under‑management fee arrangements, relying instead on hourly planning engagements—an approach that is less common among peers. The firm also discloses no broker‑dealer or insurance affiliations, accepts no third‑party or performance‑based compensation, and the principal holds CFP® and CFA® credentials that underpin the firm’s planning methodology.
Client services
Financial planning
Expertise
General retirement planning
General tax planning
Wealth management
Fee options
Barrett FP LLC provides hourly financial planning services billed as needed; no specific hourly rate stated
Account minimum: $499 upfront payment for initial engagement; no minimum asset level required Fee-only: Hourly financial planning services billed as needed; initial engagement requires $499 upfront payment
Main office location
Barrett FP LLC
Gretna NE, United States
Number of offices
1
Most active in
Barrett FP LLC has reported serving >5 clients in these states in the last 12 months.
Nebraska
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 not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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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
Quick links
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