Barr CPA LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
The firm provides accounting, tax, and financial planning services to individuals and may also serve high-net-worth individuals, charities, and business entities. Its advisory work centers on individualized financial plans, tax planning, business valuation and forensic accounting rather than discretionary management of client investment accounts.
BARR CPA LLC does not accept custody of client assets or exercise trading discretion; instead it develops long‑term, buy‑and‑hold investment recommendations and tax-aware planning based on interviews, risk‑tolerance questionnaires and analysis of a client’s financial information. Implementation of recommendations is client-directed and the firm assists with plan reviews and coordinates with other professionals as requested.
Distinctive features include a fee-only billing model that relies on fixed and hourly fees rather than the percentage‑of‑assets under management or performance‑based compensation common among many investment managers. The firm is organized as a certified public accounting practice with financial planning credentials noted in its brochure supplement, and it maintains a small, owner‑operated structure with no custody or discretionary trading services.
Client services
Expertise
Fee options
Fixed fees for financial plans between $500 and $5,000
Hourly fees between $150 and $350
Account minimum: $200,000 Fee-only: Fixed fees for financial plans between $500 and $5,000; Hourly fees between $150 and $350
Main office
1 Prospect St Ste 2
Ridgewood NJ 07450-4440
Advisors at this office
1
Most active in
New Jersey
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.
Forms ADV
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