Financial decisions are often complicated. Decisions like saving for the future, preparing for retirement, protecting your assets, planning to acquire an estate are all complex enough to make your head spin. A trusted financial advisor can help you to sail you through your journey!
We understand your financial needs are not always the same! Choosing the right financial advisor in Bakersfield is a tedious task to do. FinancialAdvisor.net give you extensive options to compare best advisors in Bakersfield & pick the one as per your needs
Last Updated - 13-Jun-2023
If you’re looking for qualified financial advisors in Bakersfield, California, FinancialAdvisor.net is a useful resource. We've compiled a list of the 1 vetted financial advisors and non-vetted financial advisors in Bakersfield, California, along with their fee structure, investment strategies, financial services they provide, and more. These financial advisors in Bakersfield, California have an average of 16 years of experience.
If you need more personalized assistance, you may also use our free financial advisor match service to find, compare and connect with 2 to 3 financial advisors matched to your specific needs, who serve in your area.
Firm Name | Firm CRD# | Total AUM | No. of Clients | Fee Structure |
---|---|---|---|---|
WOODWARD DIVERSIFIED CAPITAL, LLC 5401 Business Park South, #217 Bakersfield, CA, 93309 | 306299 | $476,211,594 | 1110 | A Percentage of AUM, Hourly charges, Fixed Fees, Performance Based |
BOLTHOUSE INVESTMENT MANAGEMENT SERVICES 11601 Bolthouse Drive, Suite 210 Bakersfield, CA, 93311 | 148531 | $353,422,433 | 202 | A Percentage of AUM, Hourly charges |
BARNES WEALTH MANAGEMENT GROUP 5060 California Ave., Suite 600 Bakersfield, CA, 93309 | 132189 | $282,151,198 | 1104 | A Percentage of AUM, Hourly charges, Fixed Fees |
ENTRUITY WEALTH, LLC 11601 Bolthouse Drive, Suite 120, Bakersfield, CA, 93311 | 288331 | $106,342,503 | 638 | A Percentage of AUM, Hourly charges, Fixed Fees |
MESTMAKER & PETREY WEALTH ADVISORS 2000 Oak Street, Suite 100 Bakersfield, CA, 93301 | 148484 | $94,000,000 | 418 | A Percentage of AUM, Hourly charges, Fixed Fees |
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