Barron Financial Group

Retirement Planning Firm in Litchfield County, CT

Firm Info
Address: 103 Albert St, Torrington, CT 06790, USA
Phone: (860) 489-0432

Firm Size
Assets Under Management: $115.1 million
# of Advisors: 3
# of Clients: 388
Client to Advisor Ratio: 129:1
Average Account Size: $296,717
# of Offices: 1

Services Offered
  • Financial Planning
  • Portfolio Management for Individuals & Small Businesses
  • Publication of Periodicals or Newsletters
  • Educational Seminars & Workshops

Types of Clients
  • Individuals (Not High Net Worth)
  • Individuals High Net Worth

    *>=750k in Investable Assets or >=1.5m of Estimated Total Net Worth

  • Corporations or Other Businesses Not Listed Above

Available Fee Structures
  • Percentage of Assets Under Management (AUM)
  • Hourly
  • Fixed Fees (Other than subscription)

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Barron Financial Group, Llp Overview

BARRON FINANCIAL GROUP, LLP is an investment advisory firm based in Torrington, CT. Since 2022, the firm has been providing investment advice only which is backed by their Fee Only fee arrangement. Their financial planning services are tailored to meet the needs of individuals and small businesses and they offer portfolio management services as well. The firm is dedicated to educating its clients on the latest trends and strategies in investments and finance. To this end, they offer educational seminars and workshops. Additionally, they publish periodicals and newsletters to keep clients updated on the latest industry news and market trends. Overall, BARRON FINANCIAL GROUP, LLP is a trusted provider of investment advice to clients in Torrington, CT and beyond. With their Fee Only fee arrangement and extensive suite of services including financial planning, portfolio management, educational seminars, and more, they are well-equipped to help clients achieve their financial objectives.

The BARRON FINANCIAL GROUP, LLP specializes in serving a diverse clientele that includes both individual and high net worth individuals. In addition, the firm also caters to other types of corporations not specified here. Over the years, the firm has garnered a reputation for providing quality financial advice and planning services that are customized to meet the unique needs of each client. The experienced financial advisors at BARRON FINANCIAL GROUP, LLP ensure that their clients are informed and empowered to make sound financial decisions that will secure their future. BARRON FINANCIAL GROUP, LLP offers flexible fee structures depending on the type of service provided. Clients have various options to choose from, including a percentage of assets under management (AUM), an hourly rate, or fixed fees. The percentage of AUM fee structure is calculated as a percentage of the client's total assets that have been placed under the firm's management. The hourly rate fee structure is charged based on the amount of time that the financial advisor spends working with the client. Lastly, the fixed fee structure entails a predetermined fee that is charged for a specific service. With these flexible options, clients have the freedom to choose a fee structure that best suits their budget and financial goals. BARRON FINANCIAL GROUP, LLP takes pride in providing transparent and fair pricing strategies that are easy to understand and designed to cultivate long-lasting relationships with clients.

Typical Clients, Fee Structures & Investment Minimum

According to BARRON FINANCIAL GROUP, LLP's Part 2 Brochure, there is no mention of an investment minimum.

How This Office Can Help Litchfield County, CT Residents

Barron Financial Group is a leading financial planning agency dedicated to providing exceptional guidance to clients living in Litchfield County, CT. The company has vast experience and expertise in guiding clients through various financial objectives, from retirement planning, investment strategies, insurance, and estate planning. Litchfield County, being home to a diverse population, represents unique financial situations that require tailored solutions. For instance, the seniors may be facing retirement planning challenges, including determining pension plans and creating an income strategy for funds they have set aside over the years. Young families may be focusing on college education savings or purchasing a home. Barron Financial helps these clients assess their financial goals and make sound investment decisions, ensuring priorities are identified and incorporated into long-term financial plans. The company's experts also help clients suffering from the rising costs of healthcare in the area, putting strategies in place to help them decrease costs and avoid being caught off guard and experiencing financial difficulties. Essentially, Barron Financial Group acts as a financial mentor to clients, ensuring they get the necessary guidance for stress-free and solid financial management.


Services Offered by Barron Financial Group, Llp

Core Advisor Services
Financial Planning

Financial planning services encompass the process of devising strategies for your future financial well-being, including preparing for events such as retirement, funding your child's college education, or planning for the transfer of assets.

Portfolio Management for Individuals & Small Businesses

Portfolio management entails the careful selection and strategic management of investment combinations tailored to meet the needs of individuals and small businesses.

Market Timing Services

Market timing services involve the endeavor to generate short-term profits from investments by capitalizing on opportunities to buy at low prices and sell at high prices.

Other Services
Selection of Other Advisors

The firm provides support in selecting and engaging other advisors who possess specialized expertise to complement your financial needs.

Publication of Periodicals or Newsletters

The firm engages in the dissemination of diverse financial educational materials through the publication of periodicals.

Educational Seminars & Workshops

The firm organizes and conducts seminars or workshops aimed at enlightening investors on various financial concepts.


Fee Structures

Financial advisory fees usually are based on the services provided. Fee types charged by Barron Financial Group, Llp most likely consist of the following fee types: asset-based, hourly or fixed. Wrap fee programs, or the practice of bundling services for a single fee, are not offered by the firm.

Available
Percentage of Assets Under Management (AUM)
Hourly
Fixed Fees (Other than subscription)
Unavailable
Subscription (Newsletter or Periodical)
Commissions
Performance-based Fees
Other

Types of Clients

*The Securities & Exchange Commission defines someone as “high net worth” if they have $750,000 or more in investable assets or $1.5M of estimated total net worth.


This Office Location

Firm location 103 Albert St, Torrington, CT 06790, USA
Phone (860) 489-0432
Directions
Google My Business Reviews:
5 Stars

Other Office Locations

Firm Headquarters
Firm headquarters location 103 ALBERT STREET, TORRINGTON, CT 6790, United States

This firm has no other locations.

State Registrations

Barron Financial Group, Llp is registered to service clients in the following states:

  • Connecticut
  • Florida
  • New Hampshire
  • New York
  • South Carolina

Disciplinary History

Barron Financial Group, Llp does not have any disclosures. Please visit it's Form ADV for more details.