Kaitlyn
Barnes
Financial Architects, LLC
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About this Advisor
Kaitlyn Barnes is a certified financial planner working out of Woodstock, Georgia with a total of 1 year of industry experience. Barnes works at Financial Architects, LLC. Their career trajectory has included roles at Financial Architects, LLC, Suntrust Bank, Victoria'S Secret, Swim Atlanta, Wheeler High School and Kennesaw State University. Barnes is registered to serve investors in Georgia and Texas. Financial Architects, LLC is a registered investment company headquartered in Woodstock, GA. It manages $112 million in total assets between its 306 client accounts, making it one of the mid-sized financial advisory firms in the United States by assets under management. Of its 306 client accounts, 45% are associated with high-net-worth clients who have greater than $1 million in assets available to invest. Financial Architects, LLC performs a few services, including financial planning services, portfolio management for individuals and small businesses and portfolio management for institutional clients. Fees for financial management largely vary depending on the type of services provided. However, fee types billed by Financial Architects, LLC likely consist of some combination of asset-based, hourly and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Financial Architects, LLC Brokerage Details
$112,405,534
3
306
$367,338
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
Kaitlyn Barnes Work History
Kaitlyn has been registered as a financial advisor for 1 years.*
Financial Architects, LLC
Suntrust Bank
Victoria'S Secret
Kennesaw State University
Swim Atlanta
Wheeler High School
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Kaitlyn Barnes to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Financial Architects, LLC
Woodstock, GA
Woodstock, GA
Woodstock, GA
The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
