Barnett & Co Inc fees and pricing

Financial planner in Chattanooga, Tennessee. Registered with the SEC.

According to its Form ADV Part 2A brochure dated August 17, 2026, Barnett & Co Inc charges $175 an hour for financial planning.

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed August 17, 2026. Fees can change, so confirm with the firm before you hire them.

Hourly rate: $175/hr; “Financial Planning and/or Consulting Fees Financial planning and consulting services can either be charged at an hourly rate of $175, with an estimated initial cost of $1,000 to $1,500, or charged based on the assets that fall within the scope of the financial plan.”

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

“Fees are charged quarterly in advance based on the value of the account on the last day of the previous quarter.”

Its hourly rate of $175 is below the Tennessee median of $275. 8% of the 111 other Tennessee planners that publish an hourly rate charge less.
1 of the 14 other planners in Chattanooga that publish an hourly rate charge less.

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% a year
Clients: 116
Employees: 5
Works with: Individuals and high net worth individuals
Services reported to regulators: Financial planning, portfolio management for individuals and small businesses, portfolio management for businesses and institutions, and educational seminars and workshops
Assets managed: $142,016,348
Registered with: U.S. Securities and Exchange Commission
Disciplinary disclosures: None reported
SEC CRD number: 105867
Website: barnettandcompany.com (opens in new tab)
Phone: (423) 756-0125

Is something on this page wrong or out of date?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.