Barnes Wealth Management Group

Barnes Wealth Management Group, Inc., established in 1986, is a Bakersfield-based investment advisory firm registered with the SEC. Operating under the name Ironwood Retirement Plan Consultants, the firm offers discretionary and non-discretionary portfolio management services tailored to clients' needs and investment objectives. Clients may receive financial planning and consulting services, including retirement, education, estate planning, and insurance needs. The firm may recommend third-party adviser CWM, LLC, for asset management. Barnes Wealth Management Group charges portfolio management fees based on a percentage of assets under management, with fees negotiable based on individual circumstances. The firm does not engage in performance-based fees or side-by-side management. Clients have the option to direct brokerage and may choose their custodian, with Charles Schwab & Co., Inc., recommended. The firm does not vote on client securities' proxies and does not have financial commitments impairing its obligations. Barnes Wealth Management Group does not have any disciplinary events to disclose and does not receive compensation for client referrals. Clients are encouraged to review account statements and reports regularly.