Barrett Wealth Management
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$21,369,377
This total excludes 9 entity clients. Entities are clients such as corporations, partnerships, or trusts.
Clients
79
13% 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
79
Very HighAverage account size
$270,498
About
Barrett Wealth Management provides investment management and goals-based financial planning to individuals, high-net-worth individuals, trusts and estates, as well as to charitable organizations and pension or profit-sharing plans. Services include discretionary portfolio management, retirement plan advice, pension consulting and tailored financial plans that address retirement, tax, estate and cash flow considerations.
The firm follows a long-term, value-oriented investment approach that emphasizes minimizing fund and transaction expenses and generally invests in ETFs, mutual funds, equities, bonds, REITs and insurance products including annuities. Portfolio construction begins with an assessment of clients’ risk tolerance, time horizon, cash flow needs and tax considerations, and most accounts are managed on a discretionary basis under a limited power of attorney.
Compared with many independent advisers, Barrett’s client mix and service set are notable for including charitable organization accounts and pension/profit-sharing plan clients, and for explicitly offering pension consulting and retirement-plan rollover guidance. The firm requires clients to use its recommended custodian, reports no receipt of soft-dollar benefits or performance-based fees, and provides financial planning alongside investment management without separate hourly charges.
Client services
Financial planning
Portfolio management
Pension consulting
Expertise
General retirement planning
College savings (529s, UTMA, etc.)
Annuities
Fee options
$0 - $1,000,000: 1.5% per annum $1,000,001 - $2,000,000: 1.0% per annum $2,000,001+: 0.5% per annum
Account minimum: $100,000 Fee-only: Investment management fees are the only fees charged; no additional fees for financial planning services and no commissions or performance-based fees.
Main office location
Barrett Wealth Management
70 Linden Oaks, 3 Rd Floor
Rochester NY 14625, United States
Number of offices
1
Most active in
Barrett Wealth Management has reported serving >5 clients in these states in the last 12 months.
New York
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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