Find a Financial Advisor in Kern County, CA

 

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

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We Only Work With The Best Kern County 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 Kern County, CA


  • Financial Advisor Close to Kern County, 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 Kern County, 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 Kern County, CA

We evaluated over 13,000 RIA firms to bring you the best of the best Kern County financial advisors.
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How Retirement-Friendly is Kern County, CA?

  • Population: 887,641
  • % of Population 62 Years and Over: 13.5%
  • Average Home Value: $226,100
  • Average Monthly Housing Cost: $1,080
  • Average Household Income: $73,478
  • 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 Kern County, 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

 


Kern County, CA Financial Advisor FAQs

There are many reasons why you might need a financial advisor. For example, he or she can offer advice about insurance coverage for periods of disability, family inheritances and more. A financial advisor can also help you set goals and make a plan to reach those goals.
A financial advisor is there to help create a wise and balanced investing strategy based on their clients' risk tolerance and needs.
It's important to make sure that your financial advisor is registered with the federal government, and has passed an exam about their expertise in economics or commerce.
Financial advisors help their clients work towards meeting financial goals. These goals could range from saving for retirement to funding a home purchase. In addition, these advisors provide insight into asset allocation and understanding the different types of insurance coverage available to them and their clients.