SEC Registered Investment Advisor Representative
Our Fiduciary Commitment to You
The fiduciary standard under the SEC is among the highest legal standards of care in all of financial services. It’s not just a legal obligation — it’s the foundation of everything we do at Barrett Wealth Group.
SENIOR WEALTH ADVISOR
Founder & Managing Partner
Tim Koenning
SEC Registered Investment Advisor Representative
Registered Fiduciary | Held to the Highest Standard of Care in Financial Services
Not All Advisors Are
Held to the Same Standard
THE 10 PILLARS
Our Fiduciary Commitments
These are not aspirational values — they are legally binding obligations we uphold for every client, every day.
What This Means For You
In practical terms, working with an SEC-registered fiduciary means you can expect the following from every interaction with Barrett Wealth Group.
Transparency by Law
Required Disclosure: Form ADV:
Our Required Disclosure
As an SEC-registered investment advisor, Barrett Wealth Group is required by law to provide all clients with Form ADV — a detailed document that discloses our business practices, services offered, fee structures, disciplinary history, and any potential conflicts of interest.
This isn’t just a legal formality. It’s a tool designed to give you full transparency and the information you need to make an informed decision about who you trust with your financial future.
You've spent a lifetime building your wealth.
You deserve an advisor who is legally required
to put your interests first — every single time.
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SENIOR WEALTH ADVISOR
Founder & Managing Partner
Tim Koenning, SEC Registered Investment Advisor Representative
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Let's Build Your Protection Strategy
Every family’s needs are different. Our team will work with you to design a comprehensive protection plan that fits your unique goals, budget, and legacy objectives.