Barr Financial Services, LLC

Barr Financial Services, LLC (CRD# 125444) is a financial advisory firm headquartered in Winter Park, FL. They manage $137,862,217 in 569 accounts and serve the financial needs of clients across 4 states (or territories).

By the Numbers
  • Total Assets Under Management
    138
    MILLION
  • Total Number of Accounts
    569
    ACCOUNTS
  • Average Account Value
    $242,289
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
  • Other
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.

FL, GA, NC, TX

Financial Advisors at Barr Financial Services, LLC
Showing 1 - 2 of 2 top financial advisors.
1
Kirk B. Young
CRD#: 1348461
2160 North Park Avenue, Winter Park, FL 32789
96
Wealthminder
score

Kirk Young (CRD# 1348461) is an Investment Advisor Representative working at Barr Financial Services, LLC in Winter Park, FL and has over 33 years of experience in the finance industry. Kirk Young 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.

2
Michael Payne
CRD#: 2289904
2160 North Park Avenue, Winter Park, FL 32789
81
Wealthminder
score

Michael Payne (CRD# 2289904) is an Investment Advisor Representative working at Barr Financial Services, LLC in Winter Park, FL and has over 19 years of experience in the finance industry.

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