Barrett Capital Partners
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMClient assets under management
$45,074,731
Clients
104
Advisors
2
of 2 employees
About
Barrett Capital Partners works with individual investors, employer-sponsored retirement plans and trusts, providing both discretionary and non-discretionary investment management, financial planning and pension consulting. The firm manages roughly $45 million in client assets across about 104 client relationships and serves a mix of retail and high-net-worth individuals.
The firm’s investment process relies on fundamental analysis for individual equities and uses a diversified mix of stocks, ETFs, mutual funds, bonds and cash equivalents, with investment authority implemented through client-specific Investment Policy Statements. Accounts are monitored on an ongoing basis with at least annual reviews, and the firm recommends a qualified custodian (Interactive Brokers) for trade execution while charging advisory fees on an asset-based basis and billing planning work on a project or hourly basis.
Noteworthy aspects include that a firm principal also operates an affiliated CPA practice and is licensed to sell life insurance and annuity products; the brochure discloses that insurance sales may generate commissions and the firm has policies to address resulting conflicts of interest. The combination of investment management, pension consulting, and close ties to both accounting and insurance services is less common among similarly supported firms and may shape how referrals, disclosures and potential conflicts are managed.
Client services
Expertise
Fee options
Fixed fees for financial planning services may be offered based on complexity.
$0+: 0.75% to 1.25%, negotiable (Investment Management Fees) $0+: 1.00% (Pension Consulting Services), negotiable
Commissions received from sale of life insurance and fixed annuities by licensed agent Patrick Barrett, fully disclosed to clients.
$200-$300 per hour for financial planning services.
Account minimum: $100,000
Main office
1109 Washington Street
Weymouth MA 02189
Advisors at this office
2
Most active in
Massachusetts
Also doing business as
Barrett Capital Partners · Barrett Capital Partners 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 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:
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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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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
Advisors at this firm
Joseph B
Series 66
Weymouth, MA
Barrett Capital Partners
Joseph Barrett is a financial advisor at Barrett Capital Partners with six years of industry experience. He holds a Series 66 designation and has worked at his current firm since 2021. In addition to his advisory role, he operates an accounting firm, Patrick J Barrett CPA PC, where he serves as a controller. Barrett Capital Partners serves individual investors, employer-sponsored retirement plans, and trusts by providing investment management, financial planning, and pension consulting. The firm employs fundamental analysis for equity selection and maintains diversified portfolios, managing approximately $45 million in assets across about 104 clients.
Patrick B
CFP®, Series 63, Series 65
Weymouth, MA
Barrett Capital Partners
Patrick Barrett is a CFP® professional with 27 years of industry experience. He is a principal at Barrett Capital Partners, where he has worked since 2021. Prior to this, he held positions at Advisory Group Equity Services, Trust Advisory Group, and Source Capital Group. Barrett also owns and operates an accounting practice, Patrick J. Barrett CPA P.C., which he has managed since 1987. Barrett Capital Partners provides investment management, financial planning, and pension consulting services to individual investors, employer-sponsored retirement plans, and trusts. The firm employs a fundamental analysis approach to individual equities and manages client portfolios using a diversified mix of asset types tailored to client-specific Investment Policy Statements.
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