Barnes Pettey Financial Advisors, LLC fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed August 20, 2026. Fees can change, so confirm with the firm before you hire them.

Flat or project fee

$750⁠-⁠$3,000

“Clients that are receiving financial planning services are charged only a fixed fee ranging from $750 to $3,000, depending upon the complexity of a client’s plan and services provided.”

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

How Barnes Pettey Financial Advisors, LLC bills

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

• “The advisory fee for the initial quarter shall be paid, on a pro rata basis, in arrears, based on the average daily balance of the assets in the client’s accounts for such initial quarter.”
• “Barnes Pettey does not reduce management fees for margin borrowing, regardless of whether the assets are in cash or other securities, and bills on the absolute market value of the margined assets.”
• “Actual fees charged are clearly outlined in the financial planning agreement and clients receive invoices reflecting the amount of the fee due and payable.”

How Barnes Pettey Financial Advisors, LLC’s fees compare

• Its flat or project fee of $750-$3,000 is below the Mississippi median of $3,000. 8% of the 13 other Mississippi planners that publish a flat or project fee charge less.

About Barnes Pettey Financial Advisors, LLC

• Firm size: 13 employees.
• Registered as an adviser: 2007 (19 years).

Planning areas mentioned in the brochure

• Insurance analysis
• Cash flow and budgeting
• Charitable giving

Firm details from Form ADV

How the firm is paid

Hourly fees, fixed or flat fees, percentage of assets under management

Charges a % of assets

Yes

Highest asset based fee in brochure

1.25% a year

Clients

3,024

Employees

13

Works with

Individuals, high net worth individuals, pension and profit sharing plans, charities, businesses, and other

Services reported to regulators

Financial planning, portfolio management for individuals and small businesses, pension consulting, and selecting other advisers

Assets managed

$1,310,474,780

Registered with

U.S. Securities and Exchange Commission

Disciplinary disclosures

None reported

SEC CRD number

142944

Website

barnespettey.com (opens in new tab)

Phone

(662) 627-2225

Can advise clients in 14 states: Alabama, Arkansas, California, Colorado, Florida, Georgia, Louisiana, Mississippi, North Carolina, Nebraska, South Carolina, Tennessee, Texas, Virginia

Other planners in Mississippi that publish fees

• Bergland Wealth Management, Inc.Ridgeland$2,500/qtr, $10,000/yr
• Brick Street FinancialClinton$500/hr, $1,500⁠-⁠$2,500
• Caldric CapitalSeminary$200/hr
• Collaborative AdviceMadison$300/hr, $2,000⁠-⁠$10,000
• Duncan Wealth Management, LLCMadison$300/hr, $1,000⁠-⁠$15,000
• Easley Investment Consultants, Inc.Ridgeland$300/hr

Compare all 35 planners in Mississippi