Howard
Barnett

Spire Wealth Management, LLC

CRD#2183706
Investment Advisor
in Charlottesville, VA

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About this Advisor

Howard Barnett is a financial advisor based in Charlottesville, Virginia, working with Spire Wealth Management, LLC. Howard has previously held positions at Wells Fargo Advisors Financial Network LLC and Spire Investment Partners. Howard has passed the Series 63 and Series 65 regulatory exams and is registered to provide services in Texas and Virginia. Currently, Howard is part of Spire Wealth Management, LLC, which operates out of Charlottesville, Virginia. The firm has 47 offices and 165 employees. The firm manages assets totaling $4.8 billion and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, pension consulting services, selection of other advisers, and other services. The fee structure at Spire Wealth Management, LLC includes asset-based, hourly, and fixed fees.

Certifications and Registrations

Series 63, Series 65

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Pension consulting services, Selection of other advisers, Other

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees

Office Location

890 Rio East Ct., Suite B
Charlottesville, VA 22901

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Spire Wealth Management, LLC Brokerage Details

Total Assets Under Management

$4,777,743,993

VA Average: $1,835,309,194
Total Number of Employees

165

VA Average: 32
Total Number of Accounts

15,951

VA Average: 1,458
Average Account Size

$299,526

VA Average: $1,258,785

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
  • Selection of other advisers
  • Other

Howard Barnett Work History

2021 - Present (3 years)

Spire Investment Partners

2009 - 2020 (11 years)

Wells Fargo Advisors Financial Network LLC

Disclosures

Please visit the SEC profile of Howard Barnett 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 Spire Wealth Management, LLC

Zachary Joiner
Saint Louis, MO
Tobia Pierce
Xenia, OH
Conal Saturno-Sanjana
Mc Lean, VA
Christopher Frederick
Knoxville, TN
Penny Dokken
Colorado Springs, CO
Kayla Johnson
Wilmington, NC
Carolyn Kitzel
Fort Lauderdale, FL
Nicholas Putnam
Bedminster, NJ

The content in this profile was updated by SmartAsset on 6/19/2024. 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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