Barker Financial Group, Inc.

Barker Financial Group, Inc. is a registered investment advisor founded in 1997 by James T. Barker. The firm offers investment advisory services to individuals, trusts, estates, non-profit organizations, pension and profit-sharing plans, and corporations. Services include financial planning, investment consulting, investment management, defined contribution plans, and cash management services. Barker Financial Group, Inc. acts as a fiduciary when providing investment advice, ensuring to act in the best interest of clients. The firm typically charges fixed fees or hourly rates for financial planning and consulting services, ranging from $1,000 to $3,000 for fixed fees and $200 to $350 per hour for hourly rates. Investment management fees range from 0.40% to 1.00% annually based on the assets under management. The firm does not charge performance-based fees or participate in side-by-side management. Clients have the option to impose restrictions on their investments, and Barker Financial Group, Inc. tailors advisory services to individual client needs. The firm does not engage in principal transactions, cross transactions, or receive compensation for securities transactions. Clients receive quarterly statements from the custodian holding their assets. The firm's Supervised Persons maintain professional designations and adhere to a Code of Ethics. There are no disciplinary events involving the firm's Supervised Persons. Clients are encouraged to perform due diligence on the firm and its advisors.