PlannerFees

Barker Wealth Management, LLC fees and pricing

Financial planner in Camas, Washington. Registered with the SEC.

According to its Form ADV Part 2A brochure dated March 30, 2026, Barker Wealth Management, LLC charges $250 an hour for financial planning.

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed March 30, 2026. Fees can change, so confirm with the firm before you hire them.

Hourly rate
$250/hr
“This negotiable rate would normally not exceed $250 per hour.”

Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)

How Barker Wealth Management, LLC bills

Payment and refund terms, quoted from the fee section of the brochure.

  • “Investment advisory fees charged by us are negotiable at our sole discretion.”
  • “Asset-based fees for partial quarterly billing periods are prorated based on the number of days your account is open during the period.”
  • “Fees may be further adjusted on a prorated basis for mid-period deposits and withdrawals from your account.”

How Barker Wealth Management, LLC’s fees compare

  • Its hourly rate of $250 is below the Washington median of $300. 23% of the 216 other Washington planners that publish an hourly rate charge less.
  • 1 of the 7 other planners in Camas that publish an hourly rate charge less.

About Barker Wealth Management, LLC

“Clients enter into a written Investment Advisory Agreement where Barker Wealth Management and our investment advisor representatives provide asset management services on a continuous and ongoing basis guided by the individual investment needs and objectives of the client.”
From the firm's description of its advisory business in its Form ADV brochure.
  • Firm size: 2 employees.
  • Registered as an adviser: 2021 (5 years).

Planning areas mentioned in the brochure

  • Retirement planning
  • Estate planning
  • College planning

Firm details from Form ADV

How the firm is paid
Hourly fees, percentage of assets under management
Charges a % of assets
Yes
Highest asset based fee in brochure
1.2% a year
Clients
70
Employees
2
Works with
Individuals and high net worth individuals
Services reported to regulators
Financial planning, portfolio management for individuals and small businesses, and pension consulting
Assets managed
$240,578,722
Registered with
U.S. Securities and Exchange Commission
Disciplinary disclosures
None reported
SEC CRD number
226768
Website
barkerwealthmanagement.com (opens in new tab)
Phone
(503) 616-8680

Can advise clients in 2 states: Oregon, Washington

Other planners in Camas that publish fees

Compare all 8 planners in Camas

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.