Barrister
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$87,709,069
Clients
137
14% 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
137
Very HighAverage account size
$640,212
About
Barrister provides tailored financial planning, investment advisory, insurance consulting, and retirement plan consultancy and management to individuals, families, trusts, charitable organizations, pension and profit-sharing plans, and businesses. The firm manages roughly $97 million in client assets across about 137 client relationships and offers ongoing planning and portfolio management services for individual and institutional clients.
The firm follows a goal-based, behavioral finance approach with a top-down macroeconomic overlay and modest tactical tilts, implementing portfolios primarily via Exchange Traded Funds while occasionally holding mutual funds, individual equities or bonds to meet client-specific needs. Barrister generally manages client accounts on a discretionary basis, addresses tax-sensitive situations and retirement-plan rollovers, and acknowledges its fiduciary duties when advising retirement accounts under Department of Labor standards.
Barrister is notable among peers for operating an affiliated insurance entity through which its professionals are separately licensed to sell life and health insurance and may receive commissions for those sales, a conflict the firm discloses and manages. It also provides ERISA-focused services to retirement plans — including non‑discretionary 3(21) consulting and discretionary 3(38) plan management and participant education — and documents an explicit policy not to use artificial intelligence to generate investment recommendations.
Client services
Financial planning
Portfolio management
Pension consulting
Expertise
Retirement plans for business owners (SEP, solo 401k)
Wealth management
Tax-loss harvesting
General estate planning guidance
Life insurance needs analysis
Occupation focus
Founder/Business Owner
Fee options
$0 - $300,000: Retainer-based fee, generally $2,500 to $20,000 annually (negotiable, flat fee) $300,000 - $2,500,000: 1.00% $2,500,000 - $5,000,000: 0.85% $5,000,000 - $7,500,000: 0.70% $7,500,000 - $10,000,000: 0.60% $10,000,000+: Negotiable
$200 to $500 per hour for retirement plan consulting services.
Limited-scope monthly retainer fees of $99 per month.
Account minimum: $300,000 Minimum fee: Minimum annual fee of $2,500, may be waived at discretion of Barrister.
Main office location
Barrister
501 Office Center Drive, Suite 125
Fort Washington PA 19034, United States
Number of offices
1
Most active in
Barrister has reported serving >5 clients in these states in the last 12 months.
Florida · New Jersey · Pennsylvania · Texas
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:
-
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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