BARNES WEALTH MANAGEMENT GROUP

5060 California Ave.
Suite 600
Bakersfield, California 93309
Tel: 661-322-9799

About BARNES WEALTH MANAGEMENT GROUP

BARNES WEALTH MANAGEMENT GROUP, formally registered with the SEC as BARNES WEALTH MANAGEMENT GROUP. The firm was established in 02/03/2020. They have over 2 offices throughout the country.

BARNES WEALTH MANAGEMENT GROUP is a Bakersfield, California based Financial Planning firm with nearly $336,831,523 assets under management, offering retirement planning & investment advisory services to 1215 clients. The firm is staffed with 10 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	132189
SEC#	801-118031
Assets Managed by Firm	$336,831,523
No. of Clients	1215
No. of Advisors	10

Fee Structure

A percentage of AUM
Hourly charges
Fixed fees
Other (SEMINAR FEES)

Advisory Services Provided

Financial planning services
Portfolio management for individuals and/or small businesses
Pesnsion consulting services
Education seminars/workshops

Firm Client Information

	No. of Clients	AUM
Firm Total	1215	$336,831,523
Individuals (other than high net worth individuals)	372	$106,031,190
High net worth individuals	87	$98,851,104
Pension and profit sharing plans	46	$128,360,568
Corporations or other businesses	8	$3,588,661

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