Directory of Professional Retirement Planners

National Coverage
Local Professionals

Home > Retirement Planners > california > bakersfield

Compare 2-3 financial advisors near you
matched to your specific needs

Free match service |
No obligation to hire

Personalized advice for Portfolio
Size of 100K and above

FINRA/SEC Registered Advisors

Find Retirement Advisors for Retirement Planning in California, Bakersfield

Q: Why do I need a retirement planner?

A retirement planner helps you in making your retirement life run smoothly. They also help in identifying various sources of income, estimating the expenses, implementing a savings program, and helps in asset management. The major focus of a Retirement Planner is to estimate future cash flows and assets management.

Q: What does a retirement planner do?

A Retirement Planner gives you a clear understanding of the financial assets that you are aggregating along with other resources that you have such as Pensions, Social Security, Part-time work, Home Equity, etc. In this way, they help you transform these income sources to become a future asset/regular source of income that will help you in your retirement days.

Q: How much does a retirement planner cost?

Different Retirement planners charge differently. They may charge on an hourly basis, a quarterly or annual retainer fee, a percentage of assets that they manage for you, in the form of Commissions, a fixed fee to run a retirement plan. You should always ask the prospective retirement planner for a simple clarification of how they want to get compensated.

With so many financial products and solutions available in the market, it is a daunting task to choose the best one for you. We have over 20 years of experience in finding the best financial planner as per your requirements in the field of retirement planning. Our vetted certified retirement financial planners can help you plan for your dream retirement.

All our retirement planners go through rigorous industry experience, disclosures, and registration checks. Our qualified retirement planners are specialized in investment management, insurance advisory, 401k rollovers, and estate planning. Their work experience ranges from being part of small independent firms to Fortune 500 companies.

I want to start planning.
HELP ME FIND MY PLANNER

Top 6 Retirement Planning firms in Bakersfield, California (Ranked by AUM)

Rank	Firm Name	Assets Under Management	Total Clients	Total Advisors	Fee Structure
1	5401 Business Park South, #217 Bakersfield, CA, 93309	$507,517,232	1092	5	A percentage of AUM, Hourly charges, Fixed fees, Performance Based
2	11601 Bolthouse Drive, Suite 210 Bakersfield, CA, 93311	$422,851,227	204	11	A percentage of AUM, Hourly charges
3	5060 California Ave., Suite 600 Bakersfield, CA, 93309	$336,831,523	1215	10	A percentage of AUM, Hourly charges, Fixed fees, Other (SEMINAR FEES)
4	11601 Bolthouse Drive, Suite 120, Bakersfield, CA, 93311	$128,578,674	707	4	A percentage of AUM, Hourly charges, Fixed fees
5	2000 Oak Street, Suite 100 Bakersfield, CA, 93301	$97,885,000	455	3	A percentage of AUM, Hourly charges, Fixed fees
6	10000 Stockdale Highway Suite 103, Bakersfield, CA, 93311	$0	0	1	A percentage of AUM

Information on Top Retirement Planning firms in Bakersfield, California

WOODWARD DIVERSIFIED CAPITAL, LLC

Find an Advisor

QualificationsFirm CRD# 306299

Assets Under Management $507,517,232

No. Of Clients1092

Clients Per Financial Advisor218

WOODWARD DIVERSIFIED CAPITAL, LLC is a financial advisory firm situated in Bakersfield, California. With a nearly $508M assets under management, the firm specializes in crafting personalized retirement planning solutions for 1092 clients. The team consists of 5 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.

Fee Structure

A percentage of AUM
Hourly charges
Fixed fees
Performance Based

Financial Planning Services

Financial planning services
Portfolio management for individuals and/or small businesses
Portfolio management for pooled investment vehicles
Portfolio management for businesses or institutional clients
Pesnsion consulting services
Selection for other advisors

View Full Profile

BOLTHOUSE INVESTMENT MANAGEMENT SERVICES

Find an Advisor

QualificationsFirm CRD# 148531

Assets Under Management $422,851,227

No. Of Clients204

Clients Per Financial Advisor19

BOLTHOUSE INVESTMENT MANAGEMENT SERVICES is a financial advisory firm situated in Bakersfield, California. With a nearly $423M assets under management, the firm specializes in crafting personalized retirement planning solutions for 204 clients. The team consists of 11 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.

Fee Structure

A percentage of AUM
Hourly charges

Financial Planning Services

Portfolio management for individuals and/or small businesses
Portfolio management for pooled investment vehicles
Portfolio management for businesses or institutional clients
Selection for other advisors
Other (CONSULTING SERVICES)

View Full Profile

BARNES WEALTH MANAGEMENT GROUP

Find an Advisor

QualificationsFirm CRD# 132189

Assets Under Management $336,831,523

No. Of Clients1215

Clients Per Financial Advisor122

BARNES WEALTH MANAGEMENT GROUP is a financial advisory firm situated in Bakersfield, California. With a nearly $337M assets under management, the firm specializes in crafting personalized retirement planning solutions for 1215 clients. The team consists of 10 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.

Fee Structure

A percentage of AUM
Hourly charges
Fixed fees
Other (SEMINAR FEES)

Financial Planning Services

Financial planning services
Portfolio management for individuals and/or small businesses
Pesnsion consulting services
Education seminars/workshops

View Full Profile

ENTRUITY WEALTH, LLC

Find an Advisor

QualificationsFirm CRD# 288331

Assets Under Management $128,578,674

No. Of Clients707

Clients Per Financial Advisor177

ENTRUITY WEALTH, LLC is a financial advisory firm situated in Bakersfield, California. With a nearly $129M assets under management, the firm specializes in crafting personalized retirement planning solutions for 707 clients. The team consists of 4 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.

Fee Structure

A percentage of AUM
Hourly charges
Fixed fees

Financial Planning Services

Financial planning services
Portfolio management for individuals and/or small businesses
Portfolio management for businesses or institutional clients
Pesnsion consulting services

View Full Profile

MESTMAKER & PETREY WEALTH ADVISORS

Find an Advisor

QualificationsFirm CRD# 148484

Assets Under Management $97,885,000

No. Of Clients455

Clients Per Financial Advisor152

MESTMAKER & PETREY WEALTH ADVISORS is a financial advisory firm situated in Bakersfield, California. With a nearly $100M assets under management, the firm specializes in crafting personalized retirement planning solutions for 455 clients. The team consists of 3 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.

Fee Structure

A percentage of AUM
Hourly charges
Fixed fees

Financial Planning Services

Financial planning services
Portfolio management for individuals and/or small businesses
Portfolio management for businesses or institutional clients
Pesnsion consulting services
Publication of periodicals and newsletters
Education seminars/workshops

View Full Profile

ANCHOR POINT FINANCIAL

Find an Advisor

QualificationsFirm CRD# 334103

Assets Under Management $0

No. Of Clients0

Clients Per Financial Advisor0

ANCHOR POINT FINANCIAL is a financial advisory firm situated in Bakersfield, California. With a nearly $0 assets under management, the firm specializes in crafting personalized retirement planning solutions for 0 clients. The team consists of 1 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.

Fee Structure

A percentage of AUM

Financial Planning Services

Portfolio management for individuals and/or small businesses

View Full Profile

Retirement Planners Near You

Seeking Retirement Planners in a nearby city? Here are some additional lists of top Retirement Planners in the area:

Looking for more choices? Use our free match service to compare retirement planners serving your area.

Frequently Asked Questions

Why do I need a retirement planner?

How to choose a good retirement planner?

While interviewing potential retirement planners, look for someone with expertise in Tax Planning, Social Security, and Withdrawal Strategies for retirement. They need to be able to formulate a schedule and strategy that tells you how to take money out in a tax-efficient manner and they need to be able to give you practical guidance on the use of assured revenue items that can build a sense of financial security in your retirement.

What does a retirement planner do?

How much does a retirement planner cost?

What questions to ask a retirement planner?

Although the questions to ask your retirement planner may differ as per your financial concerns, following are the most common things to discuss with your retirement planner

Are my current savings enough to get retired?
With my current savings, what will my post-retirement lifestyle look like?
Should I consider making investments right before my retirement?
When is the right time to pay off my mortgage-pre or post-retirement?
How can I mitigate my post-retirement financial risks?

Get Matched With Planners

RetirementPlanning.net is a wholly-owned brand of the Respond.com Inc. ("Respond") family. Respond is registered with the U.S. Securities and Exchange Commission as an investment adviser, and operates through various subsidiaries and brands that provide financial education. RetirementPlanning.net matches and refers investors to qualified financial professionals that have elected to participate in our matching platform. RetirementPlanning.net, Respond, and Respond's other subsidiaries and brands do not manage investor assets or otherwise render investment or financial planning advice beyond the referral of investors to qualified financial professionals. By using this website, you agree to our terms and conditions.