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Advisors / Utah / Park City
43yrs

Robert Barnard

Financial advisor at Wells Fargo Advisors

Based in Park City, Utah, Robert Barnard is a fiduciary financial advisor with 43 years of industry experience. Robert joined Wells Fargo Advisors in 2003, after a year at Prudential Equity Group. Robert holds the CFP® designation.

One of 100 advisors with offices in Park City, and one of 97 fiduciaries.

Park City, UT 84098CFP®Top 1% by experience in UtahFiduciary advisor
Call the officeDirections

At a glance

Experience43 years (since 1983)
How that compares ?Top 1% by experience in Utah
Office1441 W Ute Blvd Suite 380, Park City, UT 84098
How the firm is paid ?Percent of assets, Flat fee, Commissions
Typical client at the firm ?$475,575
Advisors at the firm14,100
States licensed ?2 states

Services through Wells Fargo Advisors

Financial planningInvestment management for individuals and small businessesInvestment management for businesses and institutionsRetirement plan consultingChoosing other investment managersOther services

Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.

Designations

CFP®

Licenses

Exams passed, from the official record. Tap a license to see what it allows.

Series 63Uniform Securities Agent State Law Examination
Series 65Uniform Investment Adviser Law Examination

Career

  1. 2003 – now
  2. Jan 2002 – Jul 2003
    Prudential Equity Group, LLCPreviously

Questions to ask Robert

Tailored to Robert’s registration and firm.

  1. What's your succession plan, and who would work with me if you retire?
  2. At a firm this size, will I work with you directly or with a service team?
  3. What does a financial plan with you include, and how often is it updated?
  4. If you use outside managers, how are they chosen and what do they cost on top of your fee?
  5. Where would my money be held, and will I get statements directly from that firm?
  6. What would I pay in total each year, in dollars, including fund and trading costs?

My notes and scorecard

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About Robert

How do I contact Robert?

Call Robert’s local office at (435) 940-6900 or the Wells Fargo Advisors main office at (314) 875-3000, and ask for Robert Barnard.

How long has Robert been a financial advisor?

Robert has been in the industry since 1983, about 43 years. Top 1% by experience in Utah.

What licenses does Robert hold?

Series 63, Series 65. Tap any license on this page to see what it allows.

Is Robert a fiduciary?

Robert is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.

How is Robert paid?

Wells Fargo Advisors reports being paid by a percentage of the assets they manage, flat or fixed fees, commissions on some products. Ask Robert for your total yearly cost in dollars.

Official record as of October 3, 2026.

This profile is for information only and is not financial advice or a recommendation.

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