Barnes Wealth Management Group, Inc.
- Regulatory AUM
- $477M
- Discretionary
- $308M
- Clients
- 897
- Avg AUM / client
- $532K
- Accounts
- 1,470
- Employees
- 12
AUM over time
Annual snapshots from Form ADV filings · as of Mar 17, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 709 | $136M | 28.5% |
| High net worth individuals | 124 | $167M | 35.0% |
| Pension and profit sharing plans | 41 | $169M | 35.4% |
| Charitable organizations | 6 | $637K | 0.13% |
| Corporations and other businesses | 17 | $4.6M | 0.97% |
Retirement plan clients
Plans that reported this firm as an investment service provider on Form 5500 Schedule C.
| Plan | Location | Plan year |
|---|---|---|
| M.P. Environmental Services, Inc. 401(k) Profit Sharing Plan M.P. Environmental Services, Inc. | 2024 | |
| Golden State Retirement Plan Mep By Vasindas Around The Clock Vasindas Around The Clock | 2024 | |
| Principal Ease 401(k) Plan Principal Life Insurance Company | 2024 | |
| Jti Electrical Instrumentation 401(k) Retirement Plan Jti Electrical & Instrumentation, Llc | 2024 |
People (8)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Steven Allen Barnes | President And Chief Compliance Officer | CFP Chartered Financial Consultant | Aug 2001 (25y) | Less than 5% |
| Barnes, Lori | Trustee To The Barnes Living Trust Dated 09/20/1995 | Jan 2023 (4y) | 75% or more | |
| Dani Michelle O'donnell | Registered representative | Jan 2014 (13y) | ||
| Scott C Barks | Registered representative | Jan 2014 (13y) | ||
| Ronald Julius Church | Registered representative | Chartered Financial Consultant | Dec 2015 (11y) | |
| Adam Duhaime Mackall | Registered representative | Jul 2018 (8y) | ||
| Rodney Scott Palmer | Registered representative | Oct 2022 (4y) | ||
| Trevor Daniel Hedge | Registered representative | Nov 2024 (2y) |
Entity owners (Schedule A/B)
| Entity | Title / status | Since | Sch. | Ownership |
|---|---|---|---|---|
| Steven A. Barnes And Lori B. Barnes Trustees Of The Barnes Living Trust Dtd 9/20/1995 | Owner | Jan 2023 | A | 75% or more |
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Retirement plans served (4)
| Plan | Sponsor | Participants | Plan assets | As of |
|---|---|---|---|---|
| M.P. Environmental Services, Inc. 401(k) Profit Sharing Plan | M.P. Environmental Services, Inc. | 273 | $13.5M | 01/01/2024 |
| Golden State Retirement Plan Mep By Vasindas Around The Clock | Vasindas Around The Clock | 118 | $5.2M | 01/01/2024 |
| Principal Ease 401(k) Plan | Principal Life Insurance Company | 161,040 | $651M | 01/01/2024 |
| Jti Electrical Instrumentation 401(k) Retirement Plan | Jti Electrical & Instrumentation, Llc | 324 | $7.8M | 01/01/2024 |
From Form 5500 service-provider disclosures.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 03/17/2026 | 954 KB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
- • Hourly charges
- • Fixed fees
- • Other fees
- • CLASS/EDUCATIONAL FEES
Services
- • Financial planning services
- • Portfolio management for individuals/small businesses
- • Pension consulting services
- • Educational seminars/workshops
Custody
Reported custodians
- Charles Schwab & Co. $298M (63% of AUM) Mar 2026
- Voya Retirement Advisors, Llc $63.3M (13% of AUM) Mar 2026
- Voya Financial $52.0M (13% of AUM) Mar 2025
- Principal Securities, Inc. $50.6M (11% of AUM) Mar 2026
- Empower Financial Services, Inc. $28.4M (7% of AUM) Mar 2025
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports having custody of client funds or securities (Item 9.A).
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Mar 17, 2026.
View current Form ADV (SEC/IAPD) ↗