Barnett Financial, Inc.

Barnett Financial, Inc. (CRD# 114414) is a financial advisory firm headquartered in Austin, TX. They manage $142,341,965 in 424 accounts and serve the financial needs of clients across 1 states (or territories).

By the Numbers
  • Total Assets Under Management
    142
    MILLION
  • Total Number of Accounts
    424
    ACCOUNTS
  • Average Account Value
    $335,712
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
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.

TX

Financial Advisors at Barnett Financial, Inc.
Showing 1 - 3 of 3 top financial advisors.
1
Laura Lion
CRD#: 2207640
7000 N. Mopac, Suite 495, Austin, TX 78731
103
Wealthminder
score

Laura Lion is a fee-only financial advisor working at Barnett Financial in Austin, TX. Laura has over 20 years experience in the finance industry.

At Barnett Financial, we believe that the best way to connect your dreams to sound financial strategy is by getting to know you. To provide expert financial services and sound advice, we listen first. We take a personal interest in the unique experiences, concrete concerns, and complex drivers that shape your individual investment priorities.

We offer long-term family financial planning and investment management services to a select group of clients. With myriad assets under management, we provide each client with an unparalleled level of personalized service impossible to find at larger financial institutions.

 

2
Bradley S. Phillips
CRD#: 6754380
7000 N. Mopac, Suite 495, Austin, TX 78731
90
Wealthminder
score

Bradley Phillips (CRD# 6754380) is an Investment Advisor Representative working at Barnett Financial, Inc. in Austin, TX and has 1 year of experience in the finance industry. Bradley Phillips 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
Christopher Lion
CRD#: 6101410
7000 N. Mopac, Suite 495, Austin, TX 78731
89
Wealthminder
score

Christopher Lion (CRD# 6101410) is an Investment Advisor Representative working at Barnett Financial, Inc. in Austin, TX and has over 3 years of experience in the finance industry.

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