BB
CFP
BB
CFP

Blake Barnett

16 Years of Experience
Centennial, CO

Blake Barnett is a CFP-designated registered investment advisor at Ffg Retirement Counseling, based in Centennial, CO, with 16 years of industry experience. Blake operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, High Net Worth, Investment Management, Retirement Planning. Their firm serves 156 clients with $220M in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
2 advisors
Number of Clients
156 clients
Average Client Portfolio
$1.4M average
Assets Under Management
$216.5M

Fee Structure

Minimum Investment:$500K
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $500K1.30%
$500K - $1000K1.05%
$1.0M - $2.0M0.85%
$2M+0.75%

Fees may be negotiable at the sole discretion of the Advisor. The Client’s fees will take into consideration the aggregate assets under management with the Advisor.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location

5975 South Quebec Street, Suite 130, Centennial, CO, 80111

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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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Other Business Activities

Blake is a partner in Streamline Services Limited, a roofing and water mitigation contractor, handling financial reporting and management. This activity takes a few hours per week.

Employment History
Current Registrations
Ffg Retirement Counseling
September 2020 - Present · 5 yrs 7 mos
Previous Registrations
Calton & Associates, INC.Broker
June 2016 - March 2021 · 4 yrs 9 mos
Smart Money Group, LLC
June 2016 - October 2020 · 4 yrs 4 mos
Vsr Advisory Services
January 2015 - July 2016 · 1 yr 6 mos
Vsr Financial Services, INC.Broker
January 2015 - July 2016 · 1 yr 6 mos
Personal Capital Advisors Corporation
May 2014 - October 2014 · 5 mos
Janus Distributors LLCBroker
September 2013 - May 2014 · 8 mos
Ameriprise Financial Services, INC.
July 2011 - August 2013 · 2 yrs 1 mo
Ameriprise Financial Services, INC.Broker
October 2009 - August 2013 · 3 yrs 10 mos
State Registrations1 state
CO
Advisor

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
No exam information available for this advisor.