BB
CFP

Bradley Haskins Barnes

17 Years of Experience

Firm Information

Compensation
Fee-Only (AUM)Fixed/Hourly
Number of Advisors
110 advisors
Number of Clients
10,811 clients
Average Client Portfolio
$600K average
Assets Under Management
$6.5B

Fee Structure

Financial Plan Fee:$1,500 - $50,000
Hourly Rate:Up to $500/hr

Fees are based on a percentage of assets under management or fixed fees, and are negotiable. The maximum hourly fee for financial planning and consulting is $500. Flat fees for financial planning range from $1,500 to $50,000. Retirement plan consulting flat fees range from $750 to $100,000, or up to 1.00% of plan assets. Dynasty Platform Fees range from 0-0.30% annually, independent fixed income manager fees range from 0-0.90% annually, and independent equity manager fees range from 0-1.50% annually.

Areas of Practice
Investment ManagementRetirement PlanningEstate PlanningCharitable GivingEducation PlanningInsurance Planning
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Advisor Information

Office location

801 Crescent Centre Drive, Suite 600, Franklin, TN, 37067

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Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business ActivitiesSells Insurance

Bradley runs Barnes Wealth Group as a financial advisor and is an advisor and partner at SageSpring Wealth Partners, dedicating about half his time to each. He also serves on the finance/investment committee for Midtown Fellowship Church and reviews/sells insurance policies to clients through SageSpring Wealth Partners, dedicating minimal time to each.

Employment History
Current Registrations
Sagespring Wealth Partners
September 2016 - Present · 9 yrs 4 mos
Previous Registrations
Raymond James Financial Services Advisors, INC
January 2009 - December 2016 · 7 yrs 11 mos
Raymond James Financial Services
September 2008 - January 2009 · 4 mos
Raymond James Financial Services, INC.Broker
August 2008 - November 2024 · 16 yrs 3 mos
State Registrations3 states
ALTNTX
Advisor
Exams
No exam information available for this advisor.
Bradley Haskins Barnes - Financial Advisor | AdvisorDiscover