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Manager Overview
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Barnes Wealth Management Group is an independent fee-based Financial Planning and Wealth Management firm serving Bakersfield, CA since 1986. Our financial planners can assist with opening a small IRA to providing custom services to high net worth individuals throughout Kern County. |
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Experience & Disclosure
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My CRD Number:
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1609897 |
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Firm CRD Number:
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6413 |
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Work Experience:
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After several years in management, Steve started his career in the financial services industry with a Fortune 500 company. Then, after 15 years as a Financial Planner, he opened the independent Wealth Management firm, Barnes Wealth Management Group. |
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Academic Background:
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After completing the CFP Professional Education Program from The College for Financial Planning in Denver, CO, Steve Barnes earned the designation of CFP® (CERTIFIED FINANCIAL PLANNER professional) from the CFP Board of Standards followed by the ChFC (Chartered Financial Consultant) designation from the American College in Bryn Mawr, PA. Steve is also an Accredited Estate Planner (AEP) through the National Association of Estate Planners & Councils.
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Services
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Types of Investments:
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Our portfolios are custom designed to fit each client’s needs, risk temperament, timeframe, etc. Investments and plans include, but are not limited to: Actively Managed Advisory Accounts, Investment Securities, Mutual Funds, Annuities, Retirement Plans, Long-term Care Insurance & Life Insurance. |
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Qualifications
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Certifications, Accreditations and Designations:
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CFP - Certified Financial Planner, ChFC - Chartered Financial Consultant, AEP - Chartered Financial Consultant and Registered Principal |
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Number of Advisors in Office:
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3 |
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Advisor's Number of Clients:
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187 |
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Assets Managed by Advisor:
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$127 Million |
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Compensation
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New Client Minimum Portfolio Size:
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$100,000 for Fee-Based |
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Fee:
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.5% - 1.3% |
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Money Manager Articles
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