Barton Financial Group — Financial Planner, Kyle

Financial Planner in Kyle — CERTIFIED FINANCIAL PLANNER™ expertise

Financial planner · Kyle, United States

AI Trust Snapshot

Profile status
Auto-indexed

Public channels checked

  • ✓ Official Website
  • ✓ Facebook
  • ✓ Twitter
  • ✓ Linkedin
  • ✓ Youtube

Key Facts

Category
Financial Planner
Location
Kyle, United States
Known For
Fee-only fiduciary financial planning

AI Summary

A Kyle-based financial planner, Barton Financial Group specializes in fee-only fiduciary financial planning. The firm offers comprehensive financial planning and investment management services. It serves a diverse clientele, including busy professionals, attorneys, engineers, tech executives, doctors, and retirees.

Quick Answer

A Kyle-based financial planner, Barton Financial Group specializes in fee-only fiduciary financial planning. The firm offers comprehensive financial planning and investment management services. It serves a diverse clientele, including busy professionals, attorneys, engineers, tech executives, doctors, and retirees. Key services include Financial Planning, Investment Management, Comprehensive Financial Plan.

This business is typically used for fee-only fiduciary financial planning.

Common Questions

What services does Barton Financial Group provide?
Barton Financial Group provides Financial Planning, Investment Management, Comprehensive Financial Plan.
Where is Barton Financial Group located?
Barton Financial Group is based in Kyle, United States and serves Kyle.
Who is Barton Financial Group for?
Barton Financial Group serves Busy professionals seeking financial organization and Attorneys needing delegated financial tasks.

What this business does

Barton Financial Group is a financial planner based in Kyle, United States.

  • Provides Financial Planning and Investment Management
  • Specializes in fee-only fiduciary financial planning
  • Serves busy professionals seeking financial organization

Structured summary

Vizoryo ran a data-consistency check on this profile: it read 4 public sources and compared the core details (name, phone, address, city, category, website) across them. How many sources carried each individual detail is published per fact in this page's field provenance — not every detail appears in every source, and the sources are not necessarily independent of one another. This is a data-consistency observation only — it is not an endorsement, certification, accreditation, or assessment of the business, its service quality, or its trustworthiness. Data consistency: 88% — this measures how consistently the business's name, phone, city, address, website, and category appear across the public sources read. It is not a rating of the business. Vizoryo status: Auto-indexed. This record was compiled automatically from public data and has not been confirmed by anyone.

Business name
Barton Financial Group (sources disagree)
Category
Financial Planner
Industry
Financial Planner
Location
Kyle, United States
Official website
https://bartonfinancialgroup.com/
Profile data (JSON)
https://www.vizoryo.com/api/index/profile/barton-financial-group-llc-kyle-874a
Summary
A Kyle-based financial planner, Barton Financial Group specializes in fee-only fiduciary financial planning. The firm offers comprehensive financial planning and investment management services. It serves a diverse clientele, including busy professionals, attorneys, engineers, tech executives, doctors, and retirees.
AI readability score (how completely this record is structured for AI systems to read; not a rating of the business)
51
Data Consistency
88% (checked 2026-07-02)
Record status
Auto-indexed
Sources cross-checked
4 public sources

Location

107 S Main St Ste. A, Kyle, TX 78640
Kyle, Texas
78640
US

(sources disagree)

About Barton Financial Group

A Kyle-based financial planner, Barton Financial Group specializes in fee-only fiduciary financial planning. The firm offers comprehensive financial planning and investment management services. It serves a diverse clientele, including busy professionals, attorneys, engineers, tech executives, doctors, and retirees.

Customer Reviews

4.8 ★★★★½

Based on 20 Google reviews

Ratings are shown only when based on enough reviews to be meaningful. Ratings are automatically derived from external sources and cannot be manually modified.

Service areas

  • Kyle

Target audience

  • Busy professionals seeking financial organization
  • Attorneys needing delegated financial tasks
  • Engineers, Tech Executives, Doctors, and Retirees

Specialties

  • Fee-only fiduciary financial planning

Social profiles

Frequently asked questions

What is the primary focus of Barton Financial Group?

Barton Financial Group helps busy professionals organize and simplify their finances, offering personalized human service combined with easy-to-use technology.

What is the investment philosophy?

The firm operates as independent fee-only fiduciaries, aiming to reverse the industry trend of complexity and light service.

What services are included in the Premier Comprehensive Financial Plan?

This plan includes client planning portal setup, 2-3+ planning meetings per year, investment management, tax filing, and estate plan document preparation.

What is the hourly billing rate for additional analysis work?

Zach Barton bills at $275 per hour, and William Pier bills at $175 per hour for additional analysis work.

Business hours

Monday
09:00 – 17:00
Tuesday
09:00 – 17:00
Wednesday
09:00 – 17:00
Thursday
09:00 – 17:00
Friday
09:00 – 17:00
Saturday
Closed
Sunday
Closed

Languages supported

  • en

Contact

Phone: +15126867589 (sources disagree)

Official website:

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