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Advisers in Bakersfield, CA

10 advisers in Bakersfield — 10 registered with SEC or state. Alphabetical. We do not rate or rank advisers.

Financial planning (8)Hourly fees (8)Flat / fixed fees (7)% of assets managed (9)Retirement plan consulting (7)

All advisers

Anchor Point Financial10000 Stockdale Highway Suite 103 · Bakersfield, CA 93311 · (661) 484-7712 · % of assets managedCRD 334103 · % of assets · $173.6 million AUMSEC registeredNo commissions reported Applied Wealth Management5500 Ming Ave, Suite 265 · Bakersfield, CA 93309 · (818) 726-1842 · Financial planningCRD 318732 · % of assets, Hourly charges, Fixed fees · $46.0 million AUMState registeredNo commissions reported Barnes Wealth Management Group5060 California Ave., Suite 600 · Bakersfield, CA 93309 · (661) 322-9799 · Financial planningCRD 132189 · % of assets, Hourly charges, Fixed fees · $477.2 million AUMSEC registeredNo commissions reported Bolthouse Investment Management Services11601 Bolthouse Drive, Suite 210 · Bakersfield, CA 93311 · (661) 326-6357 · Hourly feesCRD 148531 · % of assets, Hourly charges · $631.2 million AUMSEC registeredNo commissions reported Clera7850 White Ln, Ste E #244 · Bakersfield, CA 93309 · (661) 889-7456 · Financial planningCRD 338073 · Subscription feesSEC registeredNo commissions reported Entruity Wealth, LLC11601 Bolthouse Drive, Suite 120 · Bakersfield, CA 93311 · (661) 368-8994 · Financial planningCRD 288331 · % of assets, Hourly charges, Fixed fees · $171.3 million AUMSEC registeredNo commissions reported Howard Financial5401 Business Park S., #112 · Bakersfield, CA 93309 · (661) 322-5192 · Financial planningCRD 155323 · % of assets, Hourly charges, Fixed fees · $30.1 million AUMState registeredNo commissions reported Mestmaker & Petrey Wealth Advisors2000 Oak Street, Suite 100 · Bakersfield, CA 93301 · (661) 395-9400 · Financial planningCRD 148484 · % of assets, Hourly charges, Fixed fees · $140.8 million AUMSEC registeredNo commissions reported Wealthtarget Investment Advisors, LLC5500 Ming Ave, Suite 335 · Bakersfield, CA 93309 · (661) 837-8500 · Financial planningCRD 124036 · % of assets, Hourly charges · $75.3 million AUMState registeredNo commissions reported Woodward Diversified Capital, LLC5401 Business Park South, #217 · Bakersfield, CA 93309 · (661) 498-7500 · Financial planningCRD 306299 · % of assets, Hourly charges, Fixed fees · $609.7 million AUMSEC registeredNo commissions reported

Talking to advisers in Bakersfield? Ask each for its Form CRS and Form ADV Part 2A brochure, ask “Are you a fiduciary at all times for my accounts?”, and get every fee in writing. See questions to ask.

Listed from SEC Investment Adviser Public Disclosure — compilation reports, SEC IAPD firm summaries. Order: alphabetical — we do not rank advisers — never paid. Is something wrong? Tell us.