Barr Financial Services, LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
BARR Financial Services serves individual and high‑net‑worth clients as well as trusts, estates, foundations and business entities. The firm provides comprehensive financial planning, business planning, individual consultations, non‑securities advisory work, and ongoing asset management through its structured counseling and planning process.
The firm uses a silo investment strategy composed of multiple broadly allocated, optimized portfolios plus liquid reserves to align segments of a client’s assets with cash‑flow needs and objectives. Management under this strategy is provided on a non‑discretionary basis so clients collaborate on portfolio composition, and the firm also recommends and monitors outside sub‑advisers when specialized management is appropriate.
Noteworthy features include that the majority of the firm’s reported assets are managed non‑discretionarily (approximately $269 million as of December 31, 2025), which is less common among peers that more often use discretionary authority. BARR also offers public educational workshops and has supervised persons who are licensed to sell insurance, arrangements the firm discloses can give rise to additional compensation relationships.
Client services
Expertise
Fee options
Financial planning and consultations flat fees range from $450 to $3,500.
$0 - $249,999: 1.50% $250,000 - $499,999: 1.25% $500,000 - $999,999: 1.00% $1,000,000 - $2,499,999: 0.90% $2,500,000 - $4,999,999: 0.70% $5,000,000 - $9,999,999: 0.60% $10,000,000 - $19,999,999: 0.55% $20,000,000+: 0.50%
Financial planning and consultations hourly fees range from $240 to $360 per hour (minimum two hours).
Fee-only: Financial planning and consultations: Fixed fees $450 to $3,500; Hourly fees $240 to $360 per hour (minimum two hours). Educational classes $50 to $100 per attendee.
Main office
2160 North Park Avenue
Winter Park FL 32789
Advisors at this office
2
Most active in
Florida · Georgia · North Carolina · 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 active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Is not active or affiliated with:
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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
Kirk Y
CFP®, ChFC®, Series 63, Series 65
Winter Park, FL
Barr Financial Services, LLC
Kirk Young is a financial advisor at BARR Financial Services, LLC with 40 years of industry experience. He holds the CFP® and ChFC® designations and has worked at Osaic Wealth, Inc. and Triad Advisors, Inc. prior to his current role. In addition to his advisory work, he is involved in insurance sales through BARR Financial Services. BARR Financial Services serves individual and high-net-worth clients as well as trusts, estates, foundations, and business entities. The firm provides comprehensive financial and business planning along with ongoing asset management using a non-discretionary silo investment strategy that aligns client assets with cash-flow needs and objectives.
Michael S
Series 63, Series 65
Winter Park, FL
Barr Financial Services, LLC
Michael Stewart is a financial advisor with Barr Financial Services, LLC in Winter Park, FL, holding Series 63 and Series 65 licenses and bringing 11 years of industry experience. His prior roles include positions at OSAIC and Triad Advisors. He serves on the board of Guys With Ties, a Central Florida nonprofit that raises funds for other charities through events. Barr Financial Services serves individual and high-net-worth clients, as well as trusts, estates, foundations, and business entities by providing comprehensive financial and business planning, consultations, and ongoing asset management. The firm employs a silo investment strategy with primarily non-discretionary management, working collaboratively with clients and recommending outside sub-advisers when specialized expertise is needed.
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