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Financial planning in Bakersfield, CA

8 advisers in Bakersfield offering financial planning. Firms that report providing financial planning services (Form ADV Item 5.G(1)).

All 8

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 reportedBarnes 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 reportedClera7850 White Ln, Ste E #244 · Bakersfield, CA 93309 · (661) 889-7456 · Financial planningCRD 338073 · Subscription feesSEC registeredNo commissions reportedEntruity 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 reportedHoward 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 reportedMestmaker & 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 reportedWealthtarget 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 reportedWoodward 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