Fiduciary advisors in Bakersfield, CA

6 registered advisers

Bakersfield's financial advisory market reflects the local economy of California. Local investors can choose from 6 SEC-registered fiduciary advisors, 6 of which are fee-only.

ANCHOR POINT FINANCIAL

Fee-OnlyClean RecordAlso Compensated via Product Sales
Bakersfield, CaliforniaCRD #334103
Typical Fee--
AUM$174M
Minimum--
Clients599

BARNES WEALTH MANAGEMENT GROUP

Fee-OnlyClean RecordAlso Compensated via Product Sales
Bakersfield, CaliforniaCRD #132189
Typical Fee--
AUM$412M
Minimum--
Clients1,292

BOLTHOUSE INVESTMENT MANAGEMENT SERVICES

Fee-OnlyClean RecordAlso Compensated via Product Sales
Bakersfield, CaliforniaCRD #148531
Typical Fee--
AUM$545M
Minimum--
Clients269

ENTRUITY WEALTH, LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Bakersfield, CaliforniaCRD #288331
Typical Fee--
AUM$129M
Minimum--
Clients707

MESTMAKER & PETREY WEALTH ADVISORS

Fee-OnlyClean RecordAlso Compensated via Product Sales
Bakersfield, CaliforniaCRD #148484
Typical Fee--
AUM$191M
Minimum--
Clients591

WOODWARD DIVERSIFIED CAPITAL, LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Bakersfield, CaliforniaCRD #306299
Typical Fee--
AUM$571M
Minimum--
Clients1,035
Fiduciary Advisors in Bakersfield, California | FiduciaryListings