AB
Andrew S. Barnes
CHILDFREE WEALTH
Youngville, NC
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CRD#: 4176927
AB
Professional summary
Andrew Scott Barnes, CFP®, who also goes by Scott Barnes, is a registered financial advisor currently at CHILDFREE WEALTH located in Youngville, North Carolina.
Andrew is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2000. Andrew has worked at 13 firms and has passed the Series 63, Series 66, Series 6TO, SIE, Series 7, Series 6 and Series 24 exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Scott Barnes
Other business activities
Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
1 - 08/30/2024 - Hapanowicz & Associates Wealth Management - DBA for LPL Business (entity for LPL business) - Inv Related - 160 Hours/Month - 8 Hours During Trading - At reported business location(s). 2- 02/18/2025- Hapanowicz & Associates Financial Services Inc- Registered Investment Advisor Hybrid- INV Related- At Reported Business Location(s)- Start date 09/02/2024- 160 Hours Per Month- 8 Hours During Trading- I provide investment advisory services through Hapanowicz & Associates Financial Services Inc, an independent investment advisor firm. I started this business activity in 2/2025. I expect to spend approximately 160 hours per month on this activity. Please see the advisory firm's Form ADV for more information about its address, the nature of its business, its owners, and its services at http://www.adviserinfo.sec.gov/IAPD. The firm is separate from and independent of LPL Financial. 3.02/18/2025- HAPANOWICZ & ASSOCIATES FINANCIAL SERVICES, INC.-Registered Investment Advisor DBA- Haponowicz & Associates Wealth Management- INV Related- At Reported Business Location(s)- Start date 09/02/2024- 160 Hours Per Month- 8 Hours During Trading- I provide investment advisory services through Hapanowicz & Associates Financial Services Inc, an independent investment advisor firm. I started this business activity in 2/2025. I expect to spend approximately 160 hours per month on this activity. Please see the advisory firm's Form ADV for more information about its address, the nature of its business, its owners, and its services at http://www.adviserinfo.sec.gov/IAPD. The firm is separate from and independent of LPL Financial.
CRS (Client Relationship Summary) - RIA
Click below to view Andrew Scott Barnes's CRS (Customer Relationship Summary).
Certified licenses
Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
Experience
Current
May 6, 2025 - Present
CHILDFREE WEALTH
RIA
CRD#: 316489
Youngville, NC
Past
October 15, 2024 - April 24, 2025
HAPANOWICZ FINANCIAL
RIA
CRD#: 157523
YOUNGSVILLE, NC
Past
September 3, 2024 - April 11, 2025
LPL FINANCIAL LLC
BD
CRD#: 6413
YOUNGSVILLE, NC
Past
March 30, 2020 - December 5, 2022
THE LEADERS GROUP, INC.
BD
CRD#: 37157
SUMMIT, NJ
Past
May 8, 2018 - May 20, 2019
INVESTACORP, INC.
BD
CRD#: 7684
Charlotte, NC
Past
July 24, 2015 - April 11, 2016
PRUCO SECURITIES, LLC.
BD
CRD#: 5685
NEWARK, NJ
Past
April 9, 2013 - June 30, 2015
PACIFIC SELECT DISTRIBUTORS, LLC
BD
CRD#: 4452
NEWPORT BEACH, CA
Past
May 17, 2011 - April 2, 2013
WELLS FARGO CLEARING SERVICES, LLC
RIA
CRD#: 19616
RALEIGH, NC
Past
May 17, 2011 - April 2, 2013
WELLS FARGO CLEARING SERVICES, LLC
BD
CRD#: 19616
RALEIGH, NC
Past
May 30, 2006 - February 25, 2011
LINCOLN FINANCIAL DISTRIBUTORS, INC.
RIA
CRD#: 145
YOUNGSVILLE, NC
Past
May 30, 2006 - May 11, 2011
LINCOLN FINANCIAL DISTRIBUTORS, INC.
BD
CRD#: 145
GREENSBORO, NC
Past
November 2, 2004 - May 31, 2006
OSAIC FS, INC.
BD
CRD#: 3870
GREENSBORO, NC
Past
March 18, 2004 - September 21, 2004
FIRST HORIZON ADVISORS, INC.
BD
CRD#: 17117
MEMPHIS, TN
Past
April 17, 2002 - March 4, 2004
GPC SECURITIES, INC.
BD
CRD#: 14007
ATLANTA, GA
Past
July 7, 2000 - February 25, 2002
INVESCO DISTRIBUTORS, INC.
BD
CRD#: 289
HOUSTON, TX
Primary Firm SEC Registration
This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
CHILDFREE WEALTH
CHILDFREE WEALTH | LIVE, LEARN, PLAN, LLC | CHILDFREE WEALTH, LLC
CRD#: 316489 / SEC#: 801-126460
RIA
Registered Investment Advisory firm - (8/31/2022 Approved)Mississippi
Registered Investment Advisory firm - (1/31/2023 Terminated)Texas
Registered Investment Advisory firm - (1/12/2022 Conditional Restricted)State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.Highlighted states indicate IAR registrations
IAR
North Carolina(5/6/2025)
Exams
State Security Law Exam
State Security Law Exam
General Industry/Product Exam
RR
Series 6TO
Date: 1/2/2023
Investment Company Products/Variable Contracts Representative ExaminationGeneral Industry/Product Exam
General Industry/Product Exam
General Industry/Product Exam
Principal/Supervisory Exam
Current Firm
CHILDFREE WEALTH
CHILDFREE WEALTH | LIVE, LEARN, PLAN, LLC | CHILDFREE WEALTH, LLC
CRD#: 316489 / SEC#: 801-126460
RIA
Registered Investment Advisory firm - (8/31/2022 Approved)Mississippi
Registered Investment Advisory firm - (1/31/2023 Terminated)Texas
Registered Investment Advisory firm - (1/12/2022 Conditional Restricted)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
Mount Juliet, TN
Mailing Address
Phone number
(662) 222-1227
Established
Firm type
Fiscal year end
# of Employees
6
SEC notice filing (23 States and Territories)
Documents
Regulatory assets under management
| Total Number of Accounts | 24 |
| AUM (Assets Under Management) | $ 10,000,000 |
Red Flags
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Check for any disclosures as part of your thorough research when choosing an advisor.
