Retirement plan consulting in Bakersfield, CA

7 advisers in Bakersfield offering retirement plan consulting. Firms that report pension consulting services (Item 5.G(6)), often for small-business 401(k) plans.

All 7

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 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