WOODWARD DIVERSIFIED CAPITAL, LLC
Bakersfield, CA
AUM
$609.8M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
4 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +2 more
661-498-7500
Search advisors
Filter by name, location, or specialty. All data from public SEC filings.
Showing Wealth Management advisors in CA, BAKERSFIELD
10 advisers found
BARNES WEALTH MANAGEMENT GROUP
Bakersfield, CA
AUM
$477.2M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
7 advisors
Clients
26-50
Fees
Percentage of AUM · Hourly charges +2 more
661-322-9799
ANCHOR POINT FINANCIAL
Bakersfield, CA
AUM
$173.6M
Wealth MgmtTrusts & Estates
Team
1 advisors
Clients
—
Fees
Percentage of AUM
661-484-7712
ENTRUITY WEALTH, LLC
Bakersfield, CA
AUM
$171.3M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
2 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more
661-368-8994
MESTMAKER & PETREY WEALTH ADVISORS
Bakersfield, CA
AUM
$140.8M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
3 advisors
Clients
11-25
Fees
Percentage of AUM · Hourly charges +1 more
(661) 395-9400
WEALTHTARGET INVESTMENT ADVISORS, LLC
Bakersfield, CA
AUM
$75.3M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
1 advisors
Clients
1-10
Fees
Percentage of AUM; Hourly charges
661-837-8500
APPLIED WEALTH MANAGEMENT
Bakersfield, CA
AUM
$46.0M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
3 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +1 more
818-726-1842
HOWARD FINANCIAL
Bakersfield, CA
AUM
$27.9M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
1 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +2 more
661-322-5192
CLERA
Bakersfield, CA
AUM
—
Financial PlanningWealth Mgmt
Team
2 advisors
Clients
0
Fees
Subscription fees
+1 (661) 889-7456
BOLTHOUSE INVESTMENT MANAGEMENT SERVICES
Bakersfield, CA
AUM
$631.2M
Wealth MgmtTrusts & EstatesInstitutionalFee-Only/Hourly
Team
5 advisors
Clients
0
Fees
Percentage of AUM; Hourly charges
661-326-6357
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