Cole Financial Advisors
44yrs
Top advisor by experience in Provo
5yrs
Eric Barnes
Financial advisor at Portside Wealth Group
Eric Barnes has worked in the financial industry for 5 years and is a fiduciary financial advisor based in Provo, Utah. After two years at Transamerica Financial Advisors, Eric joined Portside Wealth Group in 2025, a firm offering financial planning, investment management, and retirement plan consulting. Portside Wealth Group reports being paid through a percentage of assets, hourly fees, and flat fees.
One of 154 advisors with offices in Provo, and one of 151 fiduciaries.
At a glance
Experience5 years (since 2021)
How that compares ?5 years in the industry
Office3507 N University Ave Suite 150, Provo, UT 84604
How the firm is paid ?Percent of assets, Hourly, Flat fee
Typical client at the firm ?$196,052
Advisors at the firm56
States licensed ?1 state
Services through Portside Wealth Group
Financial planningInvestment management for individuals and small businessesInvestment management for businesses and institutionsRetirement plan consultingChoosing other investment managersEducational seminars and workshops
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Career
- Dec 2025 – nowPortside Wealth Group, LLCCurrent firm
- Nov 2023 – Jul 2025Transamerica Financial Advisors, LLCPreviously
Contact Eric
(385) 412-1222Portside Wealth Group main office 3507 N University Ave Suite 150Provo, UT 84604Office · Get directions Facebook pagePortside Wealth Group
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Questions to ask Eric
Tailored to Eric’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
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About Eric
How do I contact Eric?
Call Portside Wealth Group at (385) 412-1222 and ask for Eric Barnes. Eric works from the Provo, UT office.
How long has Eric been a financial advisor?
Eric has been in the industry since 2021, about 5 years. 5 years in the industry.
What licenses does Eric hold?
Series 63, Series 65. Tap any license on this page to see what it allows.
Is Eric a fiduciary?
Eric is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Eric paid?
Portside Wealth Group reports being paid by a percentage of the assets they manage, hourly fees, flat or fixed fees. Ask Eric 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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