Kacie Swartz is a CFP-designated registered investment advisor at Black Barn Financial, LLC, based in Austin, TX, with 19 years of industry experience. Kacie operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Divorce Planning, Estate Planning, Federal Employees, High Net Worth, and 6 more. Their firm serves 154 clients with $160M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.50% |
| $500K - $1.0M | 1.25% |
| $1.0M - $2.0M | 1.00% |
| $2M+ | 0.75% |
Fees are negotiable. Minimum annual fee of $7,500.
Fee Estimator
Contact
Kacie Swartz
Location
2305 Hancock Drive, Ste. 105, Austin, TX, 78756
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Regulatory History
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.
Learn about disclosures →Employment History
Current Registrations
Black Barn Financial, LLC
Previous Registrations
DBA Stone Wealth Management
Thornburg Investment Management INC
Thornburg Investment Management INC
Suntrust Investment Services, INC.
State Registrations1 state
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.
Exams
Additional Information
Kacie has been in the financial services industry since 2001 and a CERTIFIED FINANCIAL PLANNER (TM) practitioner since 2012. For over 20 years, Kacie has been committed to simplifying financial concepts and making financial literacy accessible to everyone.