Barton Advisory Services, L.L.C.
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Barton Advisory Services, L.L.C. provides discretionary and non‑discretionary portfolio management, financial planning and employee retirement plan services for individuals, qualified retirement plans, trusts, charitable organizations, corporations and small businesses. The firm advises on asset allocation, constructs written investment policy statements, monitors accounts and offers participant education and plan‑level fiduciary support for retirement plans.
The firm’s investment approach is grounded in Modern Portfolio Theory and emphasizes long‑term, buy‑and‑hold asset‑class allocations implemented primarily with low‑turnover mutual funds and ETFs from providers such as Dimensional Fund Advisors, Vanguard and Bridgeway; individual securities are retained only in limited tax or personal‑preference situations. BAS uses quantitative tools (including Monte Carlo simulations), model portfolios and may delegate discretionary management and back‑office functions to an independent manager (Focus Advisor Solutions) to implement client strategies.
A distinctive feature of the firm is its affiliation with a separate accounting practice: the firm’s principals are licensed CPAs (one holds a Personal Financial Specialist credential) and maintain an affiliated CPA firm that may result in cross‑referrals while accounting services remain separate and separately billed. The firm also deploys third‑party infrastructure—including Focus Advisor Solutions for sub‑advisory/back‑office services and a third‑party cash management sweep (Flourish Cash)—which shapes how it delivers operational and retirement‑plan services compared with many peers.
Client services
Expertise
Fee options
$0 - $500,000: 1.25% $500,001 - $1,000,000: 0.90% $1,000,001 - $2,000,000: 0.70% $2,000,001 - $3,000,000: 0.50% $3,000,001+: 0.40%
Account minimum: $500,000
Main office
See office341 Doucet Road, Suite B
Lafayette LA 70503
Advisors at this office
1
Offices (2)
Most active in
Louisiana · 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:
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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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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
Harry B
PFS™, Series 65
Lafayette, LA
Barton Advisory Services, L.L.C.
Harry Barton is a financial advisor with Barton Advisory Services, L.L.C. in Lafayette, LA, holding the PFS™ designation and Series 65 license with 18 years of industry experience. He also owns a CPA firm, Harry V. Barton CPA LLC, providing tax advice and management services since 1986, and serves as a board member of First Horizon Bank, where he oversees corporate strategy and internal audit functions. Barton consults on tax matters for Postlethwaite & Netterville and has worked there since 2021. Barton Advisory Services, L.L.C. offers portfolio management, financial planning, and retirement plan services to individuals, trusts, charitable organizations, corporations, and small businesses. The firm uses a long-term, buy-and-hold investment approach based on Modern Portfolio Theory, emphasizing low-turnover mutual funds and ETFs, and integrates quantitative tools and third-party sub-advisory services in its management processes.
Hab B
Series 65
Lafayette, LA
Barton Advisory Services, L.L.C.
Hab Barton is a Series 65-licensed financial advisor with 10 years of industry experience. He is the principal of Barton Advisory Services, L.L.C., where he has worked since 2014, and also serves as a CPA at Harry V. Barton CPA, LLC, providing tax advice and filing services. Barton Advisory Services, L.L.C. offers discretionary and non-discretionary portfolio management, financial planning, and employee retirement plan services to individuals, trusts, qualified retirement plans, and small businesses. The firm emphasizes a long-term, buy-and-hold investment approach based on Modern Portfolio Theory, utilizing low-turnover mutual funds and ETFs, quantitative tools, and may use third-party managers and infrastructure to support client strategies and retirement-plan services.
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