Barnett Financial, Inc.

Barnett Financial, Inc. (CRD# 114414) is a financial advisory firm headquartered in Austin, TX. They manage $128,620,514 in 412 accounts and serve the financial needs of clients across 1 states (or territories).

By the Numbers
  • Total Assets Under Management
    129
    MILLION
  • Total Number of Accounts
    412
    ACCOUNTS
  • Average Account Value
    $312,186
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 - 2 of 2 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
Christopher Lion
CRD#: 6101410
7000 N. Mopac, Suite 495, Austin, TX 78731
93
Wealthminder
score

Christopher Lion (CRD# 6101410) is an Investment Advisor Representative working at Barnett Financial, Inc. in Austin, TX and has over 2 years of experience in the finance industry.

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