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Barton Advisory Services, L.L.C.

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Client assets under management

$98,710,265

Clients

42

52% high-net worth

Advisors

2

of 2 employees

Firm type

Supported

1-3 advisors or $200M+ in AUM

More info

Clients per advisor

21

Very Low

Average account size

$2,350,244

About

Barton Advisory Services, L.L.C. provides discretionary and non‑discretionary investment management and financial planning to individuals (including high‑net‑worth households), qualified retirement plans, trusts, charitable organizations, corporations and small businesses. Like many supported firms, it delivers ongoing portfolio management and charges advisory fees based on assets under management.

The firm follows a long‑term, Modern Portfolio Theory approach that emphasizes diversified, passively managed asset‑class mutual funds and ETFs, typically using providers such as DFA, Vanguard and Bridgeway, and implements written investment policy statements and Monte Carlo analysis to set and monitor allocations. Portfolios may include managed fixed‑income accounts or select individual securities in cases driven by tax considerations or client requests, and BAS will engage third‑party separate account managers when appropriate.

A notable feature is the firm’s affiliation with an accounting practice owned by the firm principals, who collectively spend roughly 5–10% of their time on that practice and hold CPA (and in one case PFS) credentials, allowing closer coordination of tax and accounting matters with investment advice — an arrangement uncommon among peers. BAS also relies on a third‑party provider for sub‑advisory and back‑office services, provides retirement plan consulting and participant education, and offers a cash management aggregator option as part of its service mix.

Client services

Portfolio management Pension consulting Selection of other advisers

Expertise

Passive / index investing Tax-loss harvesting Retirement plans for business owners (SEP, solo 401k) College savings (529s, UTMA, etc.) Business sale tax planning

Occupation focus

Founder/Business Owner

Fee options

Percentage

$0 - $500,000: 1.25% $500,000 - $1,000,000: 0.90% $1,000,000 - $2,000,000: 0.70% $2,000,000 - $3,000,000: 0.50% $3,000,000+: 0.40%

Other

Account minimum: $500,000

Main office location

Barton Advisory Services, L.L.C.

341 Doucet Road, Suite B

Lafayette LA 70503, United States

Number of offices

1

Most active in

More info

Louisiana · 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

Quick links

Website 337-278-2723

Advisors at this firm

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user avatar

Harry B

PFS™, Series 65

Lafayette, LA

Barton Advisory Services, L.L.C.

Harry Barton is a financial advisor at Barton Advisory Services, L.L.C. with 17 years of industry experience. He holds the PFS™ designation and Series 65 license. Barton has worked as a consultant for Postlethwaite & Netterville since 2021 and has owned a CPA firm since 1986. He serves as a board member of First Horizon Bank, where he contributes to corporate strategy and internal audit. Barton Advisory Services, L.L.C. provides investment management and financial planning to individuals, qualified retirement plans, trusts, charitable organizations, corporations, and small businesses. The firm employs a long-term, buy-and-hold investment approach focused on diversified, passively managed asset-class mutual funds and ETFs, and utilizes independent sub-advisory and back-office services to support its operations.

Passive / index investing Tax-loss harvesting Retirement plans for business owners (SEP, solo 401k) College savings (529s, UTMA, etc.) Business sale tax planning Founder/Business Owner
user avatar

Hab B

Series 65

Lafayette, LA

Barton Advisory Services, L.L.C.

Hab Barton is a Series 65-licensed financial advisor with Barton Advisory Services, L.L.C. in Lafayette, Louisiana, where he has worked since 2014. He also serves as a CPA at Harry V. Barton CPA, LLC, providing tax advice and filing services since 2011. Barton has 10 years of experience in the financial advisory industry. Barton Advisory Services offers investment management and financial planning to individuals, retirement plans, trusts, charitable organizations, corporations, and small businesses. The firm employs a long-term, buy-and-hold strategy focused on diversified, passively managed asset-class mutual funds and ETFs, supported by written investment policy statements and independent sub-advisory services.

Passive / index investing Tax-loss harvesting Retirement plans for business owners (SEP, solo 401k) College savings (529s, UTMA, etc.) Business sale tax planning Founder/Business Owner
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