Barth Financial Advisors, LLC

Barth Financial Advisors, LLC (CRD# 137324) is a financial advisory firm headquartered in Orange, CA. They manage $103,468,542 in 698 accounts and serve the financial needs of clients across 2 states (or territories).

By the Numbers
  • Total Assets Under Management
    103
    MILLION
  • Total Number of Accounts
    698
    ACCOUNTS
  • Average Account Value
    $148,236
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Other
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
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
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.

AK, CA

Financial Advisors at Barth Financial Advisors, LLC
Showing 1 - 10 of 13 top financial advisors.
1
Kraig N. Strom
CRD#: 4469194
333 City Boulevard West,, Suite 2050, Orange, CA 92868
96
Wealthminder
score

Kraig Strom (CRD# 4469194) is an Investment Advisor Representative working at Barth Financial Advisors, LLC in Orange, CA and has over 15 years of experience in the finance industry. Kraig Strom 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
William T. Black
CRD#: 1682258
333 City Boulevard West,, Suite 2050, Orange, CA 92868
93
Wealthminder
score

William Black (CRD# 1682258) is an Investment Advisor Representative working at Barth Financial Advisors, LLC in Orange, CA and has over 27 years of experience in the finance industry.

3
Brian Y. Chou
CRD#: 5921000
333 City Boulevard West,, Suite 2050, Orange, CA 92868
93
Wealthminder
score

Brian Chou (CRD# 5921000) is an Investment Advisor Representative working at Barth Financial Advisors, LLC in Orange, CA and has over 6 years of experience in the finance industry.

4
Matthew J. Evans
CRD#: 5762799
333 City Boulevard West,, Suite 2050, Orange, CA 92868
93
Wealthminder
score

Matthew Evans (CRD# 5762799) is an Investment Advisor Representative working at Barth Financial Advisors, LLC in Orange, CA and has over 7 years of experience in the finance industry.

5
Diane C. Guggenheimer
CRD#: 2143787
333 City Blvd West, #2050, Orange, CA 92868
93
Wealthminder
score

Diane Guggenheimer (CRD# 2143787) is an Investment Advisor Representative working at Barth Financial Advisors, LLC in Orange, CA and has over 26 years of experience in the finance industry.

6
Brent L. Honea
CRD#: 2289905
333 City Boulevard West,, Suite 2050, Orange, CA 92868
93
Wealthminder
score

Brent Honea (CRD# 2289905) is an Investment Advisor Representative working at Barth Financial Advisors, LLC in Orange, CA and has over 25 years of experience in the finance industry.

7
David Huynh
CRD#: 5524258
333 City Boulevard West,, Suite 2050, Orange, CA 92868
93
Wealthminder
score

David Huynh (CRD# 5524258) is an Investment Advisor Representative working at Barth Financial Advisors, LLC in Orange, CA and has over 9 years of experience in the finance industry.

8
Phillip J. Napper
CRD#: 2095763
333 City Blvd West, 2050, Orange, CA 92868
93
Wealthminder
score

Phillip Napper (CRD# 2095763) is an Investment Advisor Representative working at Barth Financial Advisors, LLC in Orange, CA and has over 27 years of experience in the finance industry.

9
Edwin M. Hilden
CRD#: 245588
333 City Blvd West, 2050, Orange, CA 92868
90
Wealthminder
score

Edwin Hilden (CRD# 245588) is an Investment Advisor Representative working at Barth Financial Advisors, LLC in Orange, CA and has 1 year of experience in the finance industry. Edwin Hilden 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.

10
Michael B. Bader
CRD#: 5039985
333 City Boulevard West,, Suite 2050, Orange, CA 92868
87
Wealthminder
score

Michael Bader (CRD# 5039985) is an Investment Advisor Representative working at Barth Financial Advisors, LLC in Orange, CA and has 1 year of experience in the finance industry.

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