Oxbow Advisors
47yrs
Top advisor by experience in Austin
7yrs
Brian Barbee
Financial advisor at Root Financial Partners
Brian Barbee is a fiduciary financial advisor in Austin, Texas, with 7 years in the industry. Brian joined Root Financial Partners in 2025, after less than a year at Edward Jones and less than a year at Strategic Advisers. Brian holds the CFP® designation.
One of 3498 advisors with offices in Austin, and one of 3168 fiduciaries.
At a glance
Experience7 years (since 2019)
How that compares ?More experience than 56% of advisors at Root Financial Partners
Office801 Barton Springs Rd, Austin, TX 78704
How the firm is paid ?Percent of assets, Hourly, Flat fee
Typical client at the firm ?$2.51 million
Advisors at the firm63
States licensed ?1 state
Services through Root Financial Partners
Financial planningInvestment management for individuals and small businessesRetirement plan consultingChoosing other investment managersEducational seminars and workshops
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 66Uniform Combined State Law Examination
Career
- Sep 2025 – nowRoot Financial PartnersCurrent firm
- Apr 2025 – Sep 2025Edward JonesPreviously
- Mar 2025 – Apr 2025Strategic Advisers LLCPreviously
- 2021 – 2025Fidelity Personal and Workplace AdvisorsPreviously
- May 2019 – Apr 2021Edward JonesPreviously
Questions to ask Brian
Tailored to Brian’s registration and firm.
- What does a financial plan with you include, and how often is it updated?
- If you use outside managers, how are they chosen and what do they cost on top of your fee?
- Where would my money be held, and will I get statements directly from that firm?
- What would I pay in total each year, in dollars, including fund and trading costs?
My notes and scorecard
Sign in to keep private notes, score your first meeting, and track this advisor alongside others.
About Brian
How do I contact Brian?
Call Root Financial Partners at (760) 452-0720 and ask for Brian Barbee. Brian works from the Austin, TX office.
How long has Brian been a financial advisor?
Brian has been in the industry since 2019, about 7 years. More experience than 56% of advisors at Root Financial Partners.
What licenses does Brian hold?
Series 66. Tap any license on this page to see what it allows.
Is Brian a fiduciary?
Brian is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Brian paid?
Root Financial Partners reports being paid by a percentage of the assets they manage, hourly fees, flat or fixed fees. Ask Brian 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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