Barry
Watson
The Martin Worley Group
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About this Advisor
Barry Watson is a certified financial planner who works in Midvale, Utah, who has 6 years of industry experience. Watson currently works for The Martin Worley Group. During their career, Watson has held roles at S.K. Hart Management, LLC, Ridgehorn Consulting, LLC and Martin Worley Group. Watson has a Series 65 license, designating them as an investment advisor representative, and is approved to serve investors in Utah. The Martin Worley Group is a firm that has its headquarters in Midvale, UT. The company has just five people on staff. It has $260 million in assets under management between its 816 customer accounts, making it one of the mid-sized financial advisory firms in the nation by assets under management. The firm advises three charities and foundations. Of its 816 accounts, 39% belong to high-net-worth individuals who have at least $1 million in investable assets. The Martin Worley Group provides a set of services, including financial planning services, portfolio management for individuals and small businesses and pension consulting services. Fees for financial advisory services largely vary depending on which service is offered. Fees charged by The Martin Worley Group likely are comprised of any combination of asset-based, hourly and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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The Martin Worley Group Brokerage Details
$260,273,013
5
816
$318,962
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
Barry Watson Work History
Barry has been registered as a financial advisor for 6 years.*
Martin Worley Group
Ridgehorn Consulting, LLC
S.K. Hart Management, LLC
*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 Barry Watson 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 The Martin Worley Group
Midvale, UT
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Midvale, UT
Midvale, UT
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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.
