Top financial advisors in Bakersfield, CA
We've curated a list of the best financial advisors in Bakersfield, take a look at it below.
| # | Company | Assets under management | Number of advisors | |
|---|---|---|---|---|
| 1 | Assets under management $476,211,594 Number of advisors 5 advisors | |||
| 2 | Assets under management $348,412,117 Number of advisors 11 advisors | |||
| 3 | Assets under management $175,416,688 Number of advisors 11 advisors | |||
| 4 | Assets under management $94,000,000 Number of advisors 3 advisors |
Commitment
We've gathered and simplified publicly available information about financial advisors across the U.S. to help you make informed decisions. While we don't directly connect you with these listed advisors, we do offer a simple, reliable service to match you with trusted, pre-vetted advisors registered on our platform — saving you time and effort.
Get matched with an advisorMethodology
To generate our top financial advisors list in Bakersfield, we have carried out some rigorous research. First, we’ve analysed data in the SEC database to filter advisors by location, in this case Bakersfield. Then we’ve filtered out any advisors that do not offer financial advice, for example if they only offer mortgage advice we have excluded them from the list. Then we’ve ranked the remainder according to the amount of assets under management.
Comparing a company's EPS to industry averages and historical data provides a more comprehensive perspective. Still, other factors must also be considered, including the company’s growth prospects, industry dynamics, and the competitive landscape.
Woodward Diversified Capital, LLC
Woodward Diversified Capital, LLC is a registered investment adviser offering personalized investment management and financial advisory services to individual investors. Established in 2019, the firm is owned by Gabriel, Beau, and Thomas Woodward. Operating under a fiduciary standard of care, Woodward Diversified Capital provides portfolio management services through a wrap fee program, where fees are based on assets under management and payable quarterly in advance. The firm may negotiate fees at its discretion and offers a graduated fee schedule based on cumulative household assets. Additionally, Woodward Diversified Capital may utilize third-party money managers to manage client accounts. The firm's investment strategies focus on risk-adjusted, tax-efficient, and cost-effective asset allocation, with security selection based on various metrics. Clients have discretion over their accounts, and the firm offers financial planning and consulting services. Woodward Diversified Capital discloses potential risks related to investments, operational disruptions, economic and political conditions, cybersecurity, and custody. The firm does not charge performance-based fees for separately managed accounts and has no disciplinary information to report. Clients are encouraged to review the firm's Code of Ethics, participation in client transactions, and financial information.
$476,211,594 under management
5 advisors
Fee structure
A percentage of assets under your management
Hourly charges
Fixed fees
Performance-based fees
Services offered
Financial Planning Services
Portfolio Management For Individuals And/or Small Businesses
Portfolio Management For Pooled Investment Vehicles
Portfolio Management For Businesses (other Than Small Businesses) Or Institutional Clients (other Than Registered Investment Companies And Other Pooled Investment Vehicles And)
Pension Consulting Services
Selection Of Other Advisers
Bolthouse Investment Management Services
Bolthouse Investment Management Services, established in March 2008, is a privately-owned investment advisory firm based in Bakersfield, California. The firm primarily offers Investment Management Services through private partnerships, focusing on asset allocation and investment selection for accredited investors. Bolthouse Investments charges asset management fees based on a tiered structure, ranging from 0.35% to 0.50% per annum. The firm also provides consulting services at negotiable hourly rates and bill pay services separately. Clients are required to maintain a minimum account size of $500,000, which may be waived at the firm's discretion. The firm exercises full investment discretion over the management of the Funds, while for non-discretionary accounts, Bolthouse Investments makes investment recommendations to clients. Clients receive regular account reviews, and the firm monitors and rebalances portfolios based on individual circumstances. Bolthouse Investments encourages clients to custody their assets at Schwab and receives support services and products from Schwab, which may indirectly influence the recommendation of Schwab for custody and brokerage services. The firm has no disciplinary information and operates with transparency regarding its business practices and affiliations. For more information, clients can contact Anthony L. Leggio or Brad Jantz, who have extensive educational backgrounds and business experience in the financial industry. Supervision of personnel is overseen by Mr. Leggio and Michelle Campbell, the Chief Compliance Officer.
$348,412,117 under management
11 advisors
Fee structure
A percentage of assets under your management
Hourly charges
Services offered
Portfolio Management For Individuals And/or Small Businesses
Portfolio Management For Pooled Investment Vehicles
Portfolio Management For Businesses (other Than Small Businesses) Or Institutional Clients (other Than Registered Investment Companies And Other Pooled Investment Vehicles And)
Selection Of Other Advisers
Consulting Services
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.
$175,416,688 under management
11 advisors
Fee structure
A percentage of assets under your management
Hourly charges
Fixed fees
Services offered
Financial Planning Services
Portfolio Management For Individuals And/or Small Businesses
Pension Consulting Services
Educational Seminars/workshops
Mestmaker & Petrey Wealth Advisors
MPWA, Inc. dba Mestmaker & Petrey Wealth Advisors is a California-based corporation specializing in asset management, pension consulting, and 401(k) participant services since 2009. The firm emphasizes tailored asset management, offering portfolios consisting of various securities to meet individual investment goals. Pension consulting services assist employer plan sponsors in managing retirement plans compliant with ERISA regulations. The firm occasionally provides 401(k) account advice and an online newsletter for subscribers. MPWA acts as a fiduciary under ERISA, ensuring clients' best interests. Fees for asset management are charged on a pro-rata basis, ranging from 0.1625% to 1.65% annually based on account value. Pension consulting and 401(k) participant services are charged hourly or flat fees. The firm does not charge performance-based fees or participate in wrap fee programs. Clients have the ability to impose restrictions on investments, and the firm manages approximately $190.7 million on a discretionary basis. MPWA does not sell securities for commissions and does not have directed brokerage arrangements. The firm reviews client accounts quarterly and does not accept proxy authority for voting client securities. MPWA does not require prepayment exceeding $1,200 or have financial conditions impairing its commitments to clients. The firm has not been subject to a bankruptcy petition in the past ten years.
$94,000,000 under management
3 advisors
Fee structure
A percentage of assets under your management
Hourly charges
Fixed fees
Services offered
Financial Planning Services
Portfolio Management For Individuals And/or Small Businesses
Portfolio Management For Businesses (other Than Small Businesses) Or Institutional Clients (other Than Registered Investment Companies And Other Pooled Investment Vehicles And)
Pension Consulting Services
Publication Of Periodicals Or Newsletters
Commitment
We've gathered and simplified publicly available information about financial advisors across the U.S. to help you make informed decisions. While we don't directly connect you with these listed advisors, we do offer a simple, reliable service to match you with trusted, pre-vetted advisors registered on our platform — saving you time and effort.
Get matched with an advisorMethodology
To generate our top financial advisors list in Bakersfield, we have carried out some rigorous research. First, we’ve analysed data in the SEC database to filter advisors by location, in this case Bakersfield. Then we’ve filtered out any advisors that do not offer financial advice, for example if they only offer mortgage advice we have excluded them from the list. Then we’ve ranked the remainder according to the amount of assets under management.
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