Find a Financial Advisor in Bakersfield, CA

 

Get Top Tier Financial Planning

We did the hard work of finding trustworthy partners in Bakersfield, CA.

Jump To List of Advisors

  • This field is for validation purposes and should be left unchanged.

We Only Work With The Best Bakersfield Financial Advisors


We Exclusively Work With Select Partner Firms Who Meet The Highest Standard of Excellence and Trust.

3rd Party Rankings

Our partners have been recognized by some of the best media publication sources like Bloomberg, Wall Street Journal, Financial Times, Marketwatch, Forbes, Barron’s, and many more

Conflict Free

Our partners will never sell investment products they receive a commission from

Experience

All of our partners have been in business for 10+ years

Education & Designations

All of our partners are advisors who hold the proper designations from FINRA

Trustworthiness

All of our partners meet the highest standard of trust with no outstanding disciplinary history from the SEC

 

Our Process for Choosing
An Independent Financial Advisor in Bakersfield, CA


  • Financial Advisor Close to Bakersfield, CA

  • All Advisors Must Meet Fiduciary Standard

  • “Fee-Only” Compensation To Ensure Conflict-Free Advice

  • Exemplary Disciplinary History

  • Required Education and Designations

  • Expertise with Client’s Specific Needs

The Value of Working With the Best Financial Planners in Bakersfield, CA


A good financial planner can increase your returns by as much as 3% annually.

Vanguard

$2,010,221.91
Without Advisor

$4,643,687.46
With Advisor

Assuming $350k initial investment at 6% annual growth vs 9% annual growth for 30 years.

Find a Fee-Only Financial Planner Near Bakersfield, CA

We evaluated over 13,000 RIA firms to bring you the best of the best Bakersfield financial advisors.
  • This field is for validation purposes and should be left unchanged.


How Retirement-Friendly is Bakersfield, CA?

  • Population: 377,917
  • % of Population 62 Years and Over: 12.9%
  • Average Home Value: $253,100
  • Average Monthly Housing Cost: $1,270
  • Average Household Income: $83,985
  • California Total Tax Burden: 9.48% (10th Highest in U.S.)
  • California Property Tax: 2.64% (19th Lowest in U.S.)
  • California Individual Income Tax: 3.78% (4th Highest in U.S.)
  • California Sales and Excise Tax: 3.06% (17th Lowest in U.S.)



The Top Financial Advisor Firms in Bakersfield, CA

 

WOODWARD DIVERSIFIED CAPITAL, LLC

Website

(661) 498-7500

5401 Business Park South
#217
Bakersfield, CA 93309

SEC#: 801-117741
Years in Business: 2 years

BARNES WEALTH MANAGEMENT GROUP

Website

(661) 322-9799

5060 California Ave.
Suite 600
Bakersfield, CA 93309

SEC#: 801-118031
Years in Business: 1 years

MESTMAKER & PETREY WEALTH ADVISORS

Website

(661) 395-9400

2000 Oak Street
Suite 100
Bakersfield, CA 93301

SEC#: 801-116958
Years in Business: 2 years

BOLTHOUSE INVESTMENT MANAGEMENT SERVICES

Website

(661) 326-6357

11601 Bolthouse Drive
Suite 210
Bakersfield, CA 93311

SEC#: 801-73757
Years in Business: 9 years

VIRTUE CAPITAL MANAGEMENT, LLC

Website

(760) 408-2273

6501 Schirra Ct.
Suite 101
Bakersfield, CA 93313

SEC#: 801-79938
Years in Business: 7 years

BELPOINTE ASSET MANAGEMENT LLC

Website

(661) 847-0707

300 New Stine Road

Bakersfield, CA 93309

SEC#: 801-69329
Years in Business: 13 years

RMR WEALTH BUILDERS, INC.

Website

(661) 303-0241

5201 Dunsmuir Rd
Unit 32
Bakersfield, CA 93309

SEC#: 801-80404
Years in Business: 7 years

VIRTUE CAPITAL MANAGEMENT, LLC

Website

(760) 408-2273

6501 Schirra Ct.
Suite 101
Bakersfield, CA 93313

SEC#: 801-79938
Years in Business: 7 years

ARABLE CAPITAL PARTNERS, LLC

Website

(866) 927-2253

900 Truxtun Ave.
Suite 220
Bakersfield, CA 93301

SEC#: 801-110480
Years in Business: 4 years

 


Bakersfield, CA Financial Advisor FAQs

A financial advisor is a person who analyzes and advises on investments. They can help people save for retirement, choose which type of investment to start with, and many other things.
Financial advisors are a paid professional who will be able to provide you with expert advice on matters related to your personal finances.
The person's qualifications, background experience and educational pedigree can all speak to his or her knowledge.
Financial advisors get paid two different ways. The more traditional way of getting paid is providing a percentage based fee for the services rendered. However, there are some financial advisors who charge an hourly rate and offer a commission.