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Barron Financial Group, LLP

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Client assets under management

$199,056,483

Clients

192

34% high-net-worth

Advisors

3

of 3 employees

Firm type

Supported

1-4 advisors or >$200M in AUM

Clients per advisor

64

High

Average account size

$1,036,753

About

Barron Financial Group, LLP advises individuals (including high‑net‑worth clients), pension and profit‑sharing plans, trusts, estates, charitable organizations, and business entities, offering discretionary portfolio management, non‑discretionary portfolio advisory, retirement plan advisory (limited‑scope ERISA 3(21)) and written financial planning services. Services are delivered through personal interviews, client questionnaires, and documented investment policy statements tailored to each client’s goals and circumstances.

The firm implements a range of strategies — including tactical and strategic asset allocation, capital preservation, and an Active Asset Allocation approach — and documents client objectives and restrictions before managing accounts. For discretionary clients BFG conducts ongoing monitoring, quarterly rebalancing and reporting (including a quarterly inventory of holdings by asset class), and bases recommendations on account size, risk tolerance and the client’s IPS.

Notable disclosures include a proprietary momentum‑based Active Asset Allocation system built around mathematical signals and the use of a third‑party platform to facilitate discretionary management of held‑away defined contribution participant accounts. BFG also documents retirement‑plan participant education and group enrollment meetings and engages with practice‑management publications and conferences through its custodial relationships, features that are less common among peer firms.

Client services

Financial planning Portfolio management Newsletters or periodicals Educational seminars or workshops

Expertise

Retirement plans for business owners (SEP, solo 401k) Active portfolio management

Occupation focus

Founder/Business Owner Executive

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Fee options

Fixed

$400-$3,200 depending on complexity

Percentage

$0 - $250,000: 1.50% $250,001 - $1,000,000: 1.25% Over $1,000,000+: 1.00%

Project-based

$200 per hour

Other

Account minimum: $250,000

Main office location

Barron Financial Group, LLP

103 Albert Street

Torrington CT 06790, United States

Number of offices

2

Most active in

Connecticut · Florida · New Hampshire · New York · South Carolina

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

Advisors at this firm

user avatar

James T

CFP®, Series 63, Series 65

Torrington, CT

Barron Financial Group, LLP

James Thibault is a CFP® professional with 21 years of industry experience. He has been with Barron Financial Group, LLP since 2006 and previously worked at Purshe Kaplan Sterling Investments. Thibault serves on the investment committee of the Community Foundation of Northwest Connecticut and holds leadership roles in local nonprofits, including President of the Goshen Land Trust and Vice President of the Torrington Historical Society. Barron Financial Group, LLP advises individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and business entities with personalized financial planning and portfolio management services. The firm employs tactical and strategic asset allocation, capital preservation, and a proprietary momentum-based Active Asset Allocation system tailored to client-specific goals and restrictions.

Retirement plans for business owners (SEP, solo 401k) Active portfolio management Founder/Business Owner Executive
user avatar

Sandra T

Series 65

Torrington, CT

Barron Financial Group, LLP

Sandra Thibault is a financial advisor with Barron Financial Group, LLP, holding a Series 65 designation and 15 years of industry experience. She worked at Purshe Kaplan Sterling Investments from 2012 to 2017 and has been with Barron Financial Group since 2010. Barron Financial Group advises individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and business entities. The firm offers discretionary and non-discretionary portfolio management, retirement plan advisory, and financial planning services, using strategies such as tactical and strategic asset allocation and an Active Asset Allocation approach based on proprietary momentum-based models.

Retirement plans for business owners (SEP, solo 401k) Active portfolio management Founder/Business Owner Executive
user avatar

John S

CFP®, Series 65

Torrington, CT

Barron Financial Group, LLP

John Seagrave Jr. is a CFP® with nine years of experience in financial advising at Barron Financial Group, LLP. Prior to joining Barron Financial Group in 2017, he worked with UConn Athletics for three years. He serves as president and board member of the Burlington Chamber of Commerce and holds board positions with the Central Connecticut Chamber of Commerce and the Northwest Community Bank Foundation. Barron Financial Group advises individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and business entities, providing discretionary and non-discretionary portfolio management along with retirement plan advisory and financial planning services. The firm employs a range of strategies including tactical and strategic asset allocation and an active momentum-based asset allocation system.

Retirement plans for business owners (SEP, solo 401k) Active portfolio management Founder/Business Owner Executive
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