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- Custodian
- Charles Schwab & Company
- Clients
- Retail
- Platforms
- Available in AdvizorPro
- Established Date
- 09-02-2020
- Office Locations
- 1
Office Locations
About FFG Retirement Counseling
FFG Retirement Counseling is a Centennial, CO RIA focused on retirement planning, pairing financial planning with ongoing investment management. Serves retail households, including entrepreneurs, with portfolios that lean heavily on ETFs. Operates a team-based advisory model and custody primarily at Charles Schwab, with reporting via Black Diamond.
Reported data analysis
What the numbers show
Between January 22, 2025 and February 11, 2026, reported AUM increased 6.5%, from $203.3M to $216.5M.
Across 5 reported observations, AUM increased 35.9% between October 3, 2022 and February 11, 2026, from $159.2M to $216.5M.
Of the latest reported AUM, 100.0% is discretionary and 0.0% is non-discretionary.
The firm reports 2 advisory representatives and 225 clients, or 112.5 clients per representative. That equates to $962.1K in reported AUM per client.
The profile lists 1 reported office location and 6 years in operation. The source data was last updated on February 11, 2026. Figures reflect reported regulatory data and may not include subsequent changes.
Team overview
Additional firm insights
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Available data coverage
- Asset Classes
- Client Personas
- Custodian
- Investment Themes
- Investment Vehicles
- Platform
- Services
- Technology
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Owner & Executives
BLAKE VAUGHAN BARNETT
Financial Advisor, PARTNER
- CRD
- #5713662
- Ownership
- Less than 5%
SEAN TERRANCE O'REILLY
Chief Compliance Officer, PARTNER
- CRD
- #3241237
- Ownership
- Less than 5%
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Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $216,470,615 | $296,535 |
| Non-Discretionary | $0 | -- |
| Total | $216,470,615 | $296,535 |
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Separately Managed Accounts
SMA allocation detail is available
FFG Retirement Counseling has reported separately managed account data across 3 asset classes. AdvizorPro provides the associated asset values, allocation percentages, and exportable breakdown.
13F Holdings | Q2 2026
Review the latest reported holdings
FFG Retirement Counseling's 13F holdings detail is available for Q2 2026, including issuer, security class, CUSIP, ticker, portfolio weight, and reported value.