Barton Financial Group LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Barton Financial Group works with individuals (including high-net-worth clients), employer plan sponsors, charitable organizations, and small businesses, providing discretionary portfolio management, financial planning, retirement plan consulting, and coordination with third-party tax and estate professionals. The firm operates on a fee-only basis and can advise on both custodied accounts and “held-away” accounts such as 401(k)s and annuities through a third‑party order management/aggregation system.
Investment decisions are guided by strategic asset allocation and Modern Portfolio Theory, blending passive and active vehicles and emphasizing long-term holding periods while tailoring allocations to client goals and risk tolerance. The adviser uses institutional technology and model resources (including a model marketplace and an Altruist custodial platform) and performs regular account reviews to monitor alignment with client objectives.
Distinctive features include a formal educational outreach program—BFG offers seminars and speaking engagements that are explicitly educational and not sales-focused—and the firm’s use of client testimonials in its advertising materials, both of which are uncommon among similar advisers. The brochure also highlights operational practices that set the firm apart: it manages held‑away accounts via Pontera (with restricted access and no custody of client credentials) and integrates third‑party tax and estate drafting into its higher‑level planning services.
Client services
Expertise
Fee options
Ongoing financial planning packages with fixed monthly fees: Jumpstart $33/mo + $230 setup fee, Fundamental $219/mo, Premier $319/mo.
$0 - $500,000: 1.25% (Investment Only Clients), 1.00% (Financial Planning Clients) $500,001 - $1,500,000: 1.00% (Investment Only Clients), 0.85% (Financial Planning Clients) $1,500,001 - $5,000,000: 0.90% (Investment Only Clients), 0.75% (Financial Planning Clients) $5,000,001+: 0.70% (Investment Only Clients), 0.55% (Financial Planning Clients)
Hourly financial planning at $230/hour, negotiable.
Fee-only: Hourly financial planning at $230/hour (negotiable); Ongoing financial planning fixed fees: Jumpstart $33/mo + $230 setup, Fundamental $219/mo, Premier $319/mo.
Main office
See office107 S. Main Street Unit A
Kyle TX 78640
Advisors at this office
1
Offices (2)
Most active in
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 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
Quick links
Advisors at this firm
Zach B
CFP®
Kyle, TX
Barton Financial Group LLC
Zachary Barton, CFP® is the Founder and Owner of Barton Financial Group LLC, where he operates as the lead CERTIFIED FINANCIAL PLANNER™. For over 10 years, Zach has helped clients find financial peace of mind by coaching clients through the process of organizing and simplifying their finances. Zach specializes in working with Attorneys, though his clients also include Tech Executives, Business Owners, Doctors, Engineers, and Retirees. Zach attended the University of Texas for Spanish and Plan II Honors and graduated as a member of the Phi Kappa Phi Honor Society. He later attended the American College of Financial Services. Zach and his wife, Carly, both began their careers in Lubbock, TX where Carly attended Law school. In the fall of 2017, Zach and Carly decided it was time to return home to Central Texas to be closer to the original Barton family land that has been in the family since 1854. Zach founded Barton Financial Group LLC so that he could focus on helping clients as a Fiduciary with Financial Planning and Investments. Carly works as an Attorney in nearby Dripping Springs. Zach and Carly Live in Kyle, Texas with their children Clark and Lexi. Zach is the fourth generation in his family to own a business on Center Street in Kyle. When not working with clients or chasing kids around, Zach volunteers frequently with the Lions Club, and plays soccer on the weekends. Zach is a member of XY Planning Network (XYPN), active in the Buda Lions Club, and Co-Owner of Word Place Properties mixed-use real estate development.
William P
Series 65
Bellville, TX
Barton Financial Group LLC
William Pier is a financial advisor at Barton Financial Group LLC with a Series 65 credential and one year of industry experience. He previously worked at New York Life Insurance Company and St. Mary's Catholic Center. Barton Financial Group serves individuals, employer plan sponsors, charitable organizations, and small businesses, providing discretionary portfolio management, financial planning, and retirement plan consulting. The firm employs a strategic asset allocation approach combining passive and active vehicles, emphasizes long-term holding periods, and integrates institutional technology and model resources to tailor portfolios to client goals and risk tolerance.
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