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Barefoot Wealth Management, Inc. (Perrysburg)


Barefoot Wealth Management, Inc. is a large advisory firm based in Perrysburg. It manages $72.22 million of regulatory assets for 140 client accounts. It has been registered with the SEC as an adviser since 2004 and has operated in the jurisdictions of California and Ohio.




Barefoot Wealth Management provides financial planning services, portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, portfolio management for businesses and institutional clients, and pension consulting services. It prepares financial plans for more than 25 clients. On top of advisory services, the firm doesn't engage in other business activities.

Barefoot Wealth Management: assets under management

The assets under management (AUM) of Barefoot Wealth Management, Inc. is $72.22 million. The company doesn't manage any assets belonging to foreign clients.


The firm manages $39.76 million in discretionary accounts and $32.45 million in non-discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $621.28 thousand each. Non-discretionary accounts, where clients actively manage their portfolios, generally hold around $427.01 thousand.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Barefoot Wealth Management, Inc. for their services and products based on a percentage of assets under management, hourly charges, commissions, and performance-based fees. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Based in Perrysburg

The principal office where Barefoot Wealth Management, Inc. performs its advisory services is located at 885 Commerce Drive, Perrysburg, OH 43551, which is also the mailing address of the firm. An additional office of the firm is in Westlake Village, CA. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 419-874-9300 or by fax 419-874-9766. The normal business hours are 8:00 a.m. to 5:00 p.m. on Monday - Friday.


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