Barnes Investment Advisory Inc.

Barnes Investment Advisory Inc. (CRD# 108145) is a financial advisory firm headquartered in Phoenix, AZ. They manage $137,661,860 in 480 accounts and serve the financial needs of clients across 3 states (or territories).

By the Numbers
  • Total Assets Under Management
    138
    MILLION
  • Total Number of Accounts
    480
    ACCOUNTS
  • Average Account Value
    $286,796
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

AZ, CA, TX

Financial Advisors at Barnes Investment Advisory Inc.
Showing 1 - 3 of 3 top financial advisors.
1
Daniela U. Jones
CRD#: 5976893
7250 North 16th Street, Ste 412, Phoenix, AZ 85020
103
Wealthminder
score

Daniela Jones (CRD# 5976893) is Wealth Manager working at Barnes Investment Advisory, Inc. in Phoenix, AZ and has 11 year of experience in the finance industry.

 

Daniela Jones has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination,pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which putclients' interests first and comply with the Financial Planning Practice Standards.

 

Daniela is also a CFA® charterholder and holds a Bachelor of Business Administration from Saint Mary’s College, Notre Dame, IN. 

 

2
Kathie J. Barnes
CRD#: 1201212
7250 North 16th Street, Suite 412, Phoenix, AZ 85020
96
Wealthminder
score

Kathie Barnes (CRD# 1201212) is an Investment Advisor Representative working at Barnes Investment Advisory Inc. in Phoenix, AZ and has over 32 years of experience in the finance industry. Kathie Barnes has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

3
Stephen P. Barnes
CRD#: 1107007
7250 North 16th Street, Suite 412, Phoenix, AZ 85020
96
Wealthminder
score

Stephen Barnes (CRD# 1107007) is an Investment Advisor Representative working at Barnes Investment Advisory Inc. in Phoenix, AZ and has over 33 years of experience in the finance industry. Stephen Barnes has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

Ready to hire a financial advisor? Get competitive proposals from multiple advisors.