Merryfield Barnes, LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Total assets under management
$112,873,322
Total clients
202
21% high-net worth
Total advisors
2
of 4 employees
Firm size
Supported
1-3 advisors or $200M+ in AUM
Average clients per advisor
101
Average account size
$558,779
About
Merryfield Barnes, LLC provides financial planning, consulting, and investment management to individuals (including high‑net‑worth clients), trusts, pension and profit‑sharing plans, charitable organizations, and business entities. Services include discretionary and non‑discretionary portfolio management, comprehensive financial planning, and advice on variable life/annuity products, employer‑sponsored retirement plans, and 529 plans.
The firm combines fundamental, technical, and cyclical analysis within a multi‑capitalization approach, investing across mutual funds, ETFs, individual equities and debt, options, and—when appropriate for accredited clients—private placement and pooled vehicles. Merryfield Barnes customizes portfolios to client risk profiles and time horizons, manages most assets on a discretionary basis, and discloses that it may maintain concentrated positions (which can exceed 20% of an account and include OTC securities and options) depending on market views.
Notable operational features include no firm‑imposed account minimum and a range of planning fees (fixed fees up to $30,000 or hourly rates) with potential offsets against AUM fees when clients engage additional services. The firm generally recommends a single custodian and receives software and systems support from that custodian, and a firm principal serves on the board of a private company that periodically raises capital through private offerings — relationships the firm discloses and says it monitors for conflicts; clients are responsible for voting their own proxies.
Client services
Fee options
Fixed fees generally range from $1,500 to $30,000 for financial planning and consulting services
$0 - $500,000: 2.00% for Equities, ETFs, Options $500,001 - $1,000,000: 1.75% for Equities, ETFs, Options $1,000,001 - $5,000,000: 1.00% for Equities, ETFs, Options Above $5,000,000+: Negotiable for Equities, ETFs, Options $0 - $500,000: 1.75% for Corporate, Sovereign Debt, High-Yield Bonds $500,001 - $1,000,000: 1.50% for Corporate, Sovereign Debt, High-Yield Bonds $1,000,001 - $5,000,000: 1.00% for Corporate, Sovereign Debt, High-Yield Bonds Above $5,000,000+: Negotiable for Corporate, Sovereign Debt, High-Yield Bonds $0 - $5,000,000: 0.20% for Municipal Bonds $5,000,001 - $10,000,000: 0.17% for Municipal Bonds Above $10,000,000+: 0.15% for Municipal Bonds $0 - $1,000,000: 1.40% for Mutual Funds Above $1,000,000+: 1.00% for Mutual Funds
Hourly fees generally range from $500 to $1000 depending on the level and scope of services
Fee-only: Fixed fees generally range from $1,500 to $30,000 for financial planning and consulting services
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
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.
Main office location
Merryfield Barnes, LLC
202 East State Street, Suite 301
Ithaca NY 14850, United States
Number of offices
1
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