Barton Financial Group LLC fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed January 21, 2026. Fees can change, so confirm with the firm before you hire them.

Monthly fee

$49⁠-⁠$339/mo

“Limited Premier $49/mo. $339/mo.”

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

How Barton Financial Group LLC bills

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

• “The annual advisory fee is paid monthly in advance and is based on the previous month’s ending balance plus or minus prorated cashflows to/from the Client’s account(s) over the billing period.”
• “Our advisory fee is prorated for any partial billing periods occurring during the engagement, including the initial and terminating billing periods.”
• “Additional support billed hourly at up to $275/hour No additional cost for Advisor or staff time outside of the included meetings. 8 Financial Planning fees are paid monthly in advance and will be agreed upon in your Advisory Contract.”

About Barton Financial Group LLC

• Principal: Zachary Barton
• Firm size: 2 employees.
• Credentials named in the brochure: CFP®.
• Meets clients remotely: the brochure mentions virtual or online meetings.
• Registered as an adviser: 2023 (3 years).

Planning areas mentioned in the brochure

• Estate planning
• College planning
• Cash flow and budgeting

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

2% a year

Clients

65

Employees

2

Works with

Individuals and high net worth individuals

Services reported to regulators

Financial planning, portfolio management for individuals and small businesses, and educational seminars and workshops

Assets managed

$24,993,834

Registered with

State securities regulators

Disciplinary disclosures

None reported

SEC CRD number

325215

Website

bartonfinancialgroup.com (opens in new tab)

Phone

(512) 686-7589

Other planners in Texas that publish fees

• 11 FinancialLufkin$250/hr, $50⁠-⁠$5,000
• 1900 WealthSan Antonio$350/hr, $1,500
• 360 Wealth CreationAustin$250/hr
• 3T Advisors LLCWaco$250/hr, $250⁠-⁠$10,000
• 7 Saturdays FinancialWylie$250/hr, $500⁠-⁠$10,000
• 83 FinancialParker$250/hr, $250⁠-⁠$10,000

Compare all 1,092 planners in Texas