Fee-OnlyFinder

Barnes Wealth Management Group

Financial planning in Bakersfield, CA

SEC registeredNo commissions reported

Call (661) 322-9799Send a messageMap ↗

Public-record details

Address
5060 California Ave., Suite 600, Bakersfield, CA 93309
Phone
(661) 322-9799
Listed under
Financial planning, Hourly fees, Flat / fixed fees, % of assets managed, Retirement plan consulting
Legal name
Barnes Wealth Management Group, INC.
CRD number
132189
Registration
SEC registered since 2020-02-03
Compensation (Form ADV 5.E)
Percentage of assets under management; Hourly charges; Fixed fees; Other (Class/educational Fees)
Commissions
None reported (Form ADV Item 5.E)
Services (Form ADV 5.G)
Financial planning; Portfolio management for individuals/small businesses; Pension consulting; Educational seminars/workshops
Regulatory assets under management
$477.2 million
Accounts managed
1,470
Clients reported (Form ADV 5.D)
897
Individual / high-net-worth clients
709 / 124
Employees
12
Other business activities (Form ADV 6.A)
None reported
Disclosures reported on Form ADV
None reported
Latest Form ADV filing
2026-03-17

SEC registered investment adviser, CRD 132189, per the SEC IAPD compilation report of 2026-09-29. Source: SEC Investment Adviser Public Disclosure (IAPD) (record). Data as of 2026-09-30.

Read the official record

Figures are what the firm reported on Form ADV Part 1A. “No commissions reported” means the firm did not check commissions as a form of compensation in Item 5.E; check Item 6.A activities and the Part 2 brochure for other conflicts. We do not rate or rank advisers.

All figures are self-reported by the firm on Form ADV Part 1A. The firm's Part 2A brochure (linked from IAPD) explains its fees, minimums and conflicts of interest in plain language — read it before you sign.

Other advisers in Bakersfield

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 reportedApplied 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 reportedBolthouse 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 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 reported

All 10 in Bakersfield →