Barnes Wealth Management Group

Barnes Wealth Management Group (CRD# 132189) is a financial advisory firm headquartered in Bakersfield, CA. They manage $72,202,140 in 300 accounts and serve the financial needs of clients across 1 states (or territories).

By the Numbers
  • Total Assets Under Management
    72
    MILLION
  • Total Number of Accounts
    300
    ACCOUNTS
  • Average Account Value
    $240,674
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Educational seminars/workshops
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

CA

Financial Advisors at Barnes Wealth Management Group
Showing 1 - 4 of 4 top financial advisors.
1
Steven A. Barnes
CRD#: 1609891
5060 California Avenue, Suite1020, Bakersfield, CA 93309
96
Wealthminder
score

Steven Barnes (CRD# 1609891) is an Investment Advisor Representative working at Barnes Wealth Management Group in Bakersfield, CA and has over 17 years of experience in the finance industry. Steven Barnes has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

2
Scott C. Barks
CRD#: 4068669
5060 California Ave., Suite 1020, Bakersfield, CA 93309
93
Wealthminder
score

Scott Barks (CRD# 4068669) is an Investment Advisor Representative working at Barnes Wealth Management Group in Bakersfield, CA and has over 9 years of experience in the finance industry.

3
Dani M. O'donnell
CRD#: 4163354
5060 California Ave., Suite 1020, Bakersfield, CA 93309
93
Wealthminder
score

Dani O'donnell (CRD# 4163354) is an Investment Advisor Representative working at Barnes Wealth Management Group in Bakersfield, CA and has over 16 years of experience in the finance industry.

4
Ronald J. Church
CRD#: 1431285
5060 California Ave., Suite 1020, Bakersfield, CA 93309
86
Wealthminder
score

Ronald Church (CRD# 1431285) is an Investment Advisor Representative working at Barnes Wealth Management Group in Bakersfield, CA and has over 20 years of experience in the finance industry.

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