BW
CFP
BW
CFP

Barton Wall Weisenfluh

16 Years of Experience
Areas of Practice
Investment ManagementRetirement PlanningTax PlanningEstate PlanningEducation PlanningCharitable GivingFinancial Planning & CoachingHigh Net Worth
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
5 advisors
Number of Clients
335 clients
Average Client Portfolio
$3.1M average
Assets Under Management
$1.0B

Fee Structure

Minimum Investment:$25K
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Location

2 Union Street, Suite 401, Portland, ME, 04101

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History

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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Employment History
Current Registrations
Kelleher Financial Advisors, LLC
October 2017 - Present · 8 yrs 4 mos
Previous Registrations
Hartland & CO
January 2015 - October 2017 · 2 yrs 9 mos
Zephyr Management, L.P.
June 2009 - December 2014 · 5 yrs 6 mos
State Registrations4 states
FLMENYTX
Advisor
Exams
No exam information available for this advisor.
Barton Wall Weisenfluh - Financial Advisor | TrueAdvisor