Barbco Financial fees and pricing
Financial planner in Columbia, South Carolina. Registered with state securities regulators.
According to its Form ADV Part 2A brochure dated March 28, 2026, Barbco Financial charges an annual fee of $1,250 for financial planning.
Published fees
Quoted from the firm's Form ADV Part 2A brochure, filed March 28, 2026. Fees can change, so confirm with the firm before you hire them.
- Annual fee
- $1,250/yr
“Please review the fee and compensation information below. 5 The minimum annual fee for any of our investment advisory services is $1,250.”
Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)
How Barbco Financial bills
Payment and refund terms, quoted from the fee section of the brochure.
- “The account fees are pro-rated and paid in arrears based on the account value of the last day of the period (quarter-end).”
- “An account may be terminated with written notice at least 30 calendar days in advance.”
- “The fee may be negotiable in certain cases.”
How Barbco Financial’s fees compare
- Its annual fee of $1,250 is below the South Carolina median of $5,000. 9% of the 22 other South Carolina planners that publish an annual fee charge less.
- None of the 2 other planners in Columbia that publish an annual fee charge less.
About Barbco Financial
“Our primary business is to provide wealth management consulting through financial planning and investment advisory services.”
- Solo practice: one person runs the firm, so you work directly with the planner.
- Credentials named in the brochure: CFA.
- Registered as an adviser: 2024 (2 years).
Firm details from Form ADV
- How the firm is paid
- Fixed or flat fees, percentage of assets under management
- Charges a % of assets
- Yes
- Highest asset based fee in brochure
- 0.5% a year
- Minimum
- $1,250 minimum fee (stated in brochure)
- Employees
- 1
- Services reported to regulators
- Financial planning, portfolio management for individuals and small businesses, and selecting other advisers
- Assets managed
- $1,250,000
- Registered with
- State securities regulators
- Disciplinary disclosures
- None reported
- SEC CRD number
- 332386
- Phone
- (803) 252-0606
Other planners in Columbia that publish fees
- Abacus Planning Group, Inc.Columbia$8,000-$200,000
- Beers Kight Financial Advisors, LLCColumbia$100-$150/hr, $600-$1,400
- Capital Wealth Group LLCColumbia$350/hr, $2,500-$15,000
- Hobbs Group Advisors LLCColumbia$300/hr, $1,000-$10,000
- Multipath Wealth ManagementColumbia$200/hr, $1,250-$2,500
- TS. Mitchell Financial, LLC.Columbia$500-$1,500
Is something on this page wrong or out of date? Email corrections@plannerfees.com and PlannerFees will check it against the firm's latest filing.