Barker Wealth Management, LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Barker Wealth Management provides discretionary investment supervisory services, non‑discretionary financial planning, and retirement plan consulting to individuals (including high‑net‑worth clients), trusts, and pension plans. The firm typically charges asset‑based fees for portfolio management and also offers hourly financial planning engagements.
The investment process combines fundamental analysis of individual securities with diversified asset‑allocation strategies intended to maximize expected return for a given level of portfolio risk, and portfolios are tailored to each client’s stated objectives and constraints. Accounts are managed on an ongoing discretionary basis (with client‑provided restrictions accepted in writing), and investment reviews occur at least quarterly with custodial account statements used for reporting and fee billing.
Noteworthy aspects include a relatively small advisory team managing roughly $240 million for about 70 clients, which results in higher average account sizes than many peers in the supported category. The firm’s ADV discloses a written promoter agreement for client referrals and also indicates the use of client testimonials in its marketing, a practice that is uncommon among similar supported firms.
Client services
Expertise
Fee options
$0 - $1,000,000: 1.20% $1,000,001 - $2,000,000: 1.10% $2,000,001 - $5,000,000: 0.90% $5,000,001 - $10,000,000: 0.70% $10,000,001 - $20,000,000: 0.50% $20,000,001+: 0.35%
Hourly fees up to $250 per hour for financial planning and consulting services
Fee-only: Hourly fees up to $250 per hour for financial planning and consulting services
Main office
See office2005 SE192 Nd Avenue, Suite 200
Camas WA 98607
Advisors at this office
1
Offices (2)
Most active in
Oregon · Washington
Also doing business as
Barker Financial LLC · Barker Wealth Management, LLC
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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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.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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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.
Quick links
Advisors at this firm
Gregory B
CFP®, Series 63, Series 65
Camas, WA
Barker Wealth Management, LLC
Gregory Barker is a CFP® with 22 years of industry experience. He is a principal at Barker Wealth Management, LLC in Camas, WA, where he has worked since 2015. Prior to this, he spent eight years at Clark Nuber P.S. Barker Wealth Management provides discretionary investment management, financial planning, and retirement plan consulting to individuals, trusts, and pension plans. The firm emphasizes fundamental analysis and asset allocation to build diversified portfolios using individual securities and funds, delivering investment supervisory services on a continuous discretionary basis and planning services on a non-discretionary basis.
Charles P
CFP®, Series 65
Camas, WA
Barker Wealth Management, LLC
Charles Petitjean is a CFP® with four years of industry experience, currently serving as a financial advisor at Barker Wealth Management, LLC. His prior experience includes roles at Cable Hill Partners, LLC and Mercer, LLC. Barker Wealth Management provides discretionary investment management, financial planning, and retirement plan consulting to individuals, trusts, and pension plans. The firm focuses on fundamental analysis and asset allocation to build diversified portfolios using stocks, bonds, mutual funds, and ETFs.
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