Barbco Financial
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$1,250,000
Clients
0
Advisors
1
of 1 employees
Firm type
Independent
1 advisor with up to 2 employees
Fewer clients per advisor generally means more personalized, proactive service. Higher ratios may reflect streamlined models or lower minimums.
Clients per advisor
0
Very LowAverage account size
—
About
BarbCo Financial provides wealth management consulting, financial planning, and investment advisory services to institutional and individual investors, including pension and profit-sharing plans and high-net-worth clients. The firm also assists in the selection of other advisers and outside managers and supports implementation through custodians and client portals.
The firm typically emphasizes low-cost, passive investment approaches and tax efficiency, favoring index mutual funds and ETFs and regular portfolio monitoring against benchmarks. It generally operates on a non-discretionary basis—clients retain final trading authority—and will engage third-party managers or sub-advisors when appropriate.
Distinctive features include an affiliation with an independently owned insurance agency and the principal’s licensure as an insurance producer across multiple lines, which creates a combined advisory and insurance capability not common among similar managers. The firm is small and recently established, led by a CFA charterholder with prior tax and accounting firm experience and involvement in a tax-reporting fintech, a mix of backgrounds that is atypical for peers in this category.
Client services
Financial planning
Portfolio management
Selection of other advisers
Expertise
Passive / index investing
General retirement planning
College savings (529s, UTMA, etc.)
General tax planning
Fee options
Fixed retainer fees negotiated based on client needs and complexity
$0 - $2,500,000: 0.50% $2,500,001 - $5,000,000: 0.40% $5,000,001 - $10,000,000: 0.30% $10,000,001 - $20,000,000: 0.20% Above $20,000,001+: 0.10%
Minimum fee: $1,250 minimum annual fee for investment advisory services Fee-only: Comprehensive Financial Planning fees range from $1,500 to $25,000 upfront; ongoing fees range from $750 to $5,000 annually (negotiable)
Main office location
Barbco Financial
1611 Devonshire Drive
Columbia SC 29204, United States
Number of offices
1
Most active in
Barbco Financial has reported serving >5 clients in these states in the last 12 months.
South Carolina
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Is not active or affiliated with:
-
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
-
Trust company
They provide trust and estate administration services, typically for separate fees.
-
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
-
Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
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