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Find Retirement Advisors for Retirement Planning in Bakersfield, California
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 you 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 registrations check. 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.
Finding the Best Retirement Planners in Bakersfield, California
Last Updated - April 19, 2024Bakersfield has 1 Retirementplanning.net vetted Retirement Planners and Advisors on the online list below for you to choose from and 5 non-vetted advisors in your local area. These retirement advisors in Bakersfield, California have an average of 16 years of experience.
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List of Qualified Retirement Planning Advisors in Bakersfield, California
VERIFIEDNathan Wallace
Savvy Advisors Inc
Qualifications
CRD# 5646552
Firm CRD# 1111
Series 65
Minimum Assets Required
$250,000
Advisory Services:
Financial Planning, Portfolio Management, Retirement Planning, 401K Rollovers, Wealth Management, Money Management, Risk Management, Education Funding and Planning, Financial Advice & Consulting, Financial Planning for Individuals, Financial Planning for Businesses, Investment Advice & Management, Estate Planning & Trusts.
Compensation/Fee
Fee-Only, Hourly, Based on Assets
Since 1998
Since 1998A BETTER WAY TO FIND THE RIGHT FINANCIAL ADVISOR
Top 5 Retirement Planning firms in Bakersfield, California (Ranked by AUM)
| Rank | Firm Name | Assets Under Management | Total Clients | Total Advisors | Fee Structure |
|---|---|---|---|---|---|
| 1 | WOODWARD DIVERSIFIED CAPITAL, LLC 5401 Business Park South, #217 Bakersfield, CA, 93309 | $476,211,594 | 1110 | 5 | A Percentage of AUM, Hourly charges, Fixed Fees, Performance Based |
| 2 | BOLTHOUSE INVESTMENT MANAGEMENT SERVICES 11601 Bolthouse Drive, Suite 210 Bakersfield, CA, 93311 | $353,422,433 | 202 | 11 | A Percentage of AUM, Hourly charges |
| 3 | BARNES WEALTH MANAGEMENT GROUP 5060 California Ave., Suite 600 Bakersfield, CA, 93309 | $282,151,198 | 1104 | 11 | A Percentage of AUM, Hourly charges, Fixed Fees |
| 4 | ENTRUITY WEALTH, LLC 11601 Bolthouse Drive, Suite 120, Bakersfield, CA, 93311 | $106,342,503 | 638 | 4 | A Percentage of AUM, Hourly charges, Fixed Fees |
| 5 | MESTMAKER & PETREY WEALTH ADVISORS 2000 Oak Street, Suite 100 Bakersfield, CA, 93301 | $94,000,000 | 418 | 3 | A Percentage of AUM, Hourly charges, Fixed Fees |
Information on Top Retirement Planning firms in Bakersfield, California
QualificationsFirm CRD# 306299
Assets Under Management $476,211,594
No. Of Clients1110
Clients Per Financial Advisor222
WOODWARD DIVERSIFIED CAPITAL, LLC is a financial advisory firm situated in Bakersfield, California. With a nearly $476M assets under management, the firm specializes in crafting personalized retirement planning solutions for 1110 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
- Portfolio Management for Individuals
- Portfolio Management for pooled Investment
- Portfolio Management for Business
- Pension Consulting Services
- Selection of Other Advisors
QualificationsFirm CRD# 148531
Assets Under Management $353,422,433
No. Of Clients202
Clients Per Financial Advisor18
BOLTHOUSE INVESTMENT MANAGEMENT SERVICES is a financial advisory firm situated in Bakersfield, California. With a nearly $353M assets under management, the firm specializes in crafting personalized retirement planning solutions for 202 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
- Portfolio Management for pooled Investment
- Portfolio Management for Business
- Selection of Other Advisors
QualificationsFirm CRD# 132189
Assets Under Management $282,151,198
No. Of Clients1104
Clients Per Financial Advisor100
BARNES WEALTH MANAGEMENT GROUP is a financial advisory firm situated in Bakersfield, California. With a nearly $282M assets under management, the firm specializes in crafting personalized retirement planning solutions for 1104 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
- Fixed Fees
Financial Planning Services
- Financial Planning
- Portfolio Management for Individuals
- Pension Consulting Services
- Educational Seminars/ Workshops
QualificationsFirm CRD# 288331
Assets Under Management $106,342,503
No. Of Clients638
Clients Per Financial Advisor160
ENTRUITY WEALTH, LLC is a financial advisory firm situated in Bakersfield, California. With a nearly $106M assets under management, the firm specializes in crafting personalized retirement planning solutions for 638 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
- Portfolio Management for Individuals
- Portfolio Management for Business
- Pension Consulting Services
QualificationsFirm CRD# 148484
Assets Under Management $94,000,000
No. Of Clients418
Clients Per Financial Advisor139
MESTMAKER & PETREY WEALTH ADVISORS is a financial advisory firm situated in Bakersfield, California. With a nearly $94M assets under management, the firm specializes in crafting personalized retirement planning solutions for 418 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
- Portfolio Management for Individuals
- Portfolio Management for Business
- Pension Consulting Services
- Publication of periodicals or Newsleters
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Looking for more choices? Use our free match service to compare retirement planners serving your area.