$216.5M Total AUM
$216.5M Disc. AUM
9.6% 3Y CAGR
5 Employees
225 ADV. Clients
5 yrs Firm Age
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- Custodian
- Charles Schwab & Company
- Clients
- Retail
- Platforms
- Available
- Established Date
- 09-02-2020
- Office Locations
- 1
Office Locations
5975 South Quebec Street Suite 130 Centennial CO
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.
Team overview
-- AVG AGE
$108.2M AVG AUM / ADVISOR
$962.1K AVG AUM / CLIENT
5.9 yrs AVG TENURE
5 Employees
2 Advisory Reps
2 RIA Reps
5yrs Firm Age
Insights
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Asset Classes
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Client Personas
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Custodian
Available
Investment Themes
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Investment Vehicles
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Platform
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Services
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Technology
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Owner & Executives
BLAKE VAUGHAN BARNETT
Financial Advisor, PARTNER
- CRD
- #5713662
- Ownership
- Less than 5%
Available
Available
Available
SEAN TERRANCE O'REILLY
Chief Compliance Officer, PARTNER
- CRD
- #3241237
- Ownership
- Less than 5%
Available
Available
Available
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Total AUM
Discretionary
Non-Discretionary
| 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
Total SMA Asset: Available
Equity - Exchange:
Available Cash:
Available Public Funds:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| Public Funds | Available | Available |
| Total | Available | Available |
13F Holdings | Q2 2026
| Issuer | Class | CUSIP | Ticker | % | Value |
|---|---|---|---|---|---|
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
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