Barnstone Advisors LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Barnstone Advisors provides discretionary portfolio management and financial planning to individuals — including high‑net‑worth clients — as well as trusts, estates, and charitable organizations. The firm offers hourly financial planning and consulting, and also serves as trustee in certain family or personal relationships, while managing about $241 million in discretionary assets for roughly 90 client relationships as of January 2026.
Portfolios are tailored to each client's circumstances (age, tax sensitivity, time horizon, investment restrictions, and other factors) and may be built from model portfolios adjusted on a client‑by‑client basis. The firm uses multiple methods of analysis (fundamental and charting analysis, modern portfolio theory) and invests across a broad set of instruments — equities, mutual funds, ETFs, REITs, closed‑end funds (including leveraged CEFs), MLPs, and interests in real estate and oil & gas partnerships — and employs both long‑ and short‑term trading approaches when appropriate.
Notable features that distinguish Barnstone from many peers include a relatively small advisory team managing a substantial asset base (three advisors with ~$241 million AUM) and a firm policy that clients maintain custody at Charles Schwab & Co., Inc., which provides institutional services that the firm discloses create potential conflicts of interest. The firm also discloses that it does not aggregate trades across client accounts and that it may act as trustee for certain clients due to personal relationships, practices that can affect trade execution and account administration.
Client services
Expertise
Occupation focus
Fee options
Up to 1.00% annually
$200 per hour for financial planning or consulting services, negotiable
Account minimum: $250,000 Fee-only: Hourly fee of $200 for financial planning or consulting services, negotiable
Main office
388 W. Pothouse Road, Suite A
Phoenixville PA 19460
Advisors at this office
3
Most active in
Delaware · Georgia · New Hampshire · Pennsylvania · Texas
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:
-
Insurance agent
They sell insurance products and may earn commissions on those sales.
-
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
-
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.
-
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
-
Lawyer
They provide legal services, typically billed separately.
-
Real estate agent
They facilitate real estate transactions and may earn commissions.
-
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
Patricia M
CFP®, Series 65, Series 66
Phoenixville, PA
Barnstone Advisors LLC
Patricia Mchugh is a CFP® professional with 16 years of industry experience, currently serving at Barnstone Advisors LLC since 2021. Her prior roles include positions at Hotaling Investment Management, LLC and Spartan Capital Management, LLC. Barnstone Advisors provides discretionary portfolio management and financial planning to individuals, trusts, estates, and charitable organizations, managing about $241 million in assets for roughly 90 client relationships. The firm tailors portfolios to individual client circumstances using multiple analytical methods and invests across a wide range of instruments, employing both long- and short-term trading strategies.
James D
Series 65
Phoenixville, PA
Barnstone Advisors LLC
James Detwiler is a financial advisor at Barnstone Advisors LLC with 19 years of industry experience. He holds a Series 65 credential and has been involved with Barnstone Partners, LP since 2002 in a non-investment real estate partnership role focused on tax and liability matters. Barnstone Advisors provides discretionary portfolio management and financial planning services to individuals, trusts, estates, and charitable organizations, managing approximately $241 million in assets for about 90 clients. The firm tailors portfolios based on client-specific factors and employs a variety of analytical methods and investment instruments.
John A
Series 65
Phoenixville, PA
Barnstone Advisors LLC
John Aneser is a financial advisor at Barnstone Advisors LLC with a Series 65 credential and one year of industry experience. Prior to joining Barnstone Advisors, he worked at Furman University for five years and taught at Conestoga High School for four years. Barnstone Advisors is a small, privately owned registered investment adviser managing over $200 million for a concentrated client base that includes individuals, trusts, estates, and charitable organizations. The firm provides discretionary portfolio management and financial planning, using model portfolios tailored to client-specific factors and employing a mix of fundamental analysis, charting, and modern portfolio theory.
Not sure where to start?
We'll help you think it through—whether you ultimately need an advisor or not. Warmer helps you compare advisors clearly, so you can choose with confidence.
For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Advisors are independent and may not have reviewed or updated this information. Please review an advisor’s Form ADV and do your own diligence before deciding whether to work with them.
Advisor matching and introductions are provided by FinanceHQ LLC (“FHQ”), a wholly-owned subsidiary of Warmer and an SEC-registered investment advisor. We receive compensation from certain participating advisors for introductions or referrals. This creates a conflict of interest because we have an incentive to recommend advisors who compensate us, including those who pay us more. You pay no fee to use our matching service, and advisor fees are not increased because of a referral or introduction. We do not review the ongoing performance of advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
By using our service, you agree to our Terms of Service and Advisory Agreement, and acknowledge our Privacy Policy. Please review FHQ’s ADV Part 2A and Form CRS. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. (“Warmer”)