Joe the Investor
Joe Barbieri, CFA
CFA
Pricing
What they charge
- Retirement Plan $1,800
- Investment Plan $1,800
- Annual/One-Time Review $800
- Complete Financial Plan $2,800
- hourly advice $180/hr (all incl. HST)
- free 15-30 min intro
Fees are listed as the firm states them. Confirm current pricing with the planner directly.
Fee model
Flat-fee, Hourly
Client minimum
Not stated
Coverage
Guelph, ON
Verified
June 2026
Why advice-only
Fees that don't grow with your savings
Illustration on a $500,000 portfolio growing 5% a year. Run your own numbers →
What you pay Joe the Investor
Paid directly by you, for the advice and the plan.
What you never pay
- Product commissions
- A percentage of your portfolio
- Trailing fees on funds
- Sales loads or exit charges
Specialty
Areas of focus
Advice-only financial consulting & education; tax preparation
What's included
Services
Fee-only financial & investment consulting; retirement planning; investment planning; portfolio reviews; complete financial plans; tax preparation
Work with Joe the Investor
Advice-only and commission-free, CFA
Independently listed in our fee-only directory. Last checked June 2026.
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