Barber Financial Group is a large advisory firm based in Lenexa. It manages $1.13 billion of regulatory assets for 2,237 client accounts. It has been registered with the SEC as an adviser since 2010 and has operated in the jurisdictions of Arizona, Arkansas, California, and 18 other states.
Barber Financial Group provides financial planning services, portfolio management for individuals and small businesses, and selection of other advisers. It prepares financial plans for approximately 1,500 clients. On top of advisory services, the firm doesn't engage in other business activities.
The assets under management (AUM) of Barber Financial Group is $1.13 billion, all of which is managed in discretionary accounts. The firm's AUM has grown by 4034% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.
The advisory firm has several streams of revenue. Clients pay Barber Financial Group for their services and products based on a percentage of assets under management, hourly charges, and fixed fees. Hourly charges are usually charged for consulting work and special projects. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.
The firm provides services to individuals, high net worth individuals, and pension and profit sharing plans. The largest group of clients of Barber Financial Group is individuals with 1,918 clients and $616.09 million of assets under management. Among the 8 most similar advisory firms, Barber Financial Group has the highest percentage of individuals out of all clients.
The amount of regulatory assets under management is $1.13 billion for 2,237 clients that can include trusts, estates, and 401(k) plans and IRAs of individuals and their family members. None of the firm’s clients are foreign persons or businesses.
Barber Financial Group doesn't advise any private funds.
The company employs 44 people that are either part- or full-time employees. 36 percent of the employees work as investment advisers or researchers. 13 employees are registered as investment adviser representatives with the state securities authorities.
There isn’t anyone with the role of looking for and bringing in new clients on behalf of the firm. The firm compensates employees in addition to the salary for bringing in new clients. Employees receive compensation from other entities for client referrals.
The principal office where Barber Financial Group performs its advisory services is located at 13550 W 95 Th St, Lenexa, KS 66215, which is also the mailing address of the firm. An additional office of the firm is in Kansas City, MO. It doesn’t run an office outside of the United States.
You can reach the main office by calling the phone number 913-393-1000 or by fax 913-825-5951. The normal business hours are 8 am to 5 pm on Monday - Friday. You can find more information about the New York firm at barberfinancialgroup.com.