Fee-only adviser · Camas, WA
Barker Wealth Management, LLC
Barker Wealth Management, LLC is a fee-only investment adviser registered with the U.S. Securities and Exchange Commission, with its main office in Camas, Washington. On its latest Form ADV, filed March 30, 2026, it reports $241M in regulatory assets under management, 70 individual clients and 2 employees who give investment advice. It reports no commission compensation, is not registered as a broker-dealer and does not act as an insurance agent.
Key facts from Form ADV
| Registration | SEC-registered |
|---|---|
| Firm CRD number | 226768 · SEC file 801-120753 |
| Office | 2005 SE192ND Avenue Suite 200 Camas, WA 98607 |
| Phone | (503) 616-8680 |
| Website | www.barkerwealthmanagement.com |
| Regulatory assets under management | $241M ($236M discretionary) |
| Individual clients | 27 non-high-net-worth, 43 high-net-worth |
| Financial planning clients | 11-25 |
| How it charges | Percentage of assets, Hourly |
| Services | Financial planning, Portfolio management, Pension consulting |
| Employees | 2 |
| Disciplinary disclosures | None reported |
| Latest Form ADV filing | March 30, 2026 |
Source: the firm’s Form ADV Part 1A as published by the SEC’s Investment Adviser Public Disclosure database, data as of November 6, 2026. Figures are self-reported by the firm.
What this means for you
- It offers hourly or fixed-fee arrangements, so you may be able to pay for a plan without handing over your investments.
- It also charges a percentage of assets managed for ongoing investment management.
- Most of its individual clients are high-net-worth, which on Form ADV means they meet the SEC’s qualified-client or qualified-purchaser test: broadly, more than $1 million managed by the adviser or a net worth above $2 million, with the thresholds indexed for inflation.
- It provides financial planning services, not only portfolio management.
- It reports no disciplinary history on Form ADV.
Before you hire any adviser
Read the firm’s Form ADV Part 2 brochure on its SEC record: it sets out fees, minimums, conflicts of interest and who will manage your money. Ask whether the firm acts as a fiduciary for all of your accounts, how it is paid in total, and who holds your assets. Our guide to choosing a financial adviser lists the questions to ask.
Other fee-only advisers in Camas
- Para Wealth Advisors, Inc. $221M
- Symplectic Capital LLC $3.2M
- Oxdrawn Capital, LLC $37M
See all 4 fee-only advisers in Camas →
Nearby
- Gresham 2 firms
- Battle Ground 2 firms
- Vancouver 18 firms
- Clackamas 6 firms
- Milwaukie 1 firm
- Portland 58 firms
- Gladstone 1 firm
- Lake Oswego 34 firms
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