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Find Top Financial Advisors in Bakersfield, California

There are hundreds of financial professionals in your area. However, choosing the right advisor that understands your financial situation and meets your needs may be quite daunting. WiserAdvisor has a network of vetted financial advisors and advisory firms and has listed them below. You can find the details of each advisor, such as their qualifications, service offerings, etc., that you could use while searching for the financial advisor that best suits your financial and investment goals.

We have been in business for the last 2 decades and constantly update and maintain a highly trusted directory of vetted fiduciary advisors that meet rigorous standards.

Finding the Top Financial Advisor in Bakersfield, California

Last Updated - November 28, 2023

Bakersfield has 1 WiserAdvisor vetted Financial Planners and Advisors on the online list below for you to choose from and 39 non-vetted advisors in your local area. These financial advisors in Bakersfield, California have an average of 16 years of experience.

NOTE: The list of vetted financial advisors in Bakersfield, California mentioned below does not include all the advisors in our network due to their compliance listing restrictions. More vetted advisors may be available when you use our free match service to compare financial advisors near you in Bakersfield, California.

Qualified Financial Advisors in Bakersfield, California

Financial Advisor Experience AUM Minimum Assets Fee Structure
Nathan Wallace
573 Avenida Del Recreo,
Ojai, CA 93023
16 Years $52,000,000 $250,000 Fee-Only

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Information on Qualified Financial Advisors in Bakersfield, California

Qualifications CRD# 5646552
Firm CRD# 1111
Series 65

Compensation/Fee Fee-Only, Hourly, Based on Assets

Office Location 573 Avenida Del Recreo,
Phone Number 805-285-7686

Nathan brings 15+ years of investment experience to Savvy. He began his career as a research analyst at a boutique quantitative equity management firm, where he helped research and implement new factors to drive portfolio performance. During that time, he entered the institutional consulting field and helped plan and implement portfolio strategies for multiple pension funds across the west coast of the United States. In 2013 Nathan founded Greyfox Investors, with the goal of providing intelligent, approachable wealth management strategies for families, nonprofits and institutions. Nathan is particularly passionate about providing ESG focused solutions to clients and helping align investments with his clients ethics. Nathan lives in southern California with his three children and two dogs. A true outdoorsman and philanthropist, he spends his time outside of work camping, skiing, and volunteering his time with a variety of educational and environmental non-profits.

About Savvy Advisors Inc

Savvy Advisors Inc

Savvy Wealth is a modern wealth management firm. We pair you with a dedicated financial advisory team to handle your holistic wealth management needs, including financial planning, investment management, tax optimization, estate planning, retirement planning, and more. We help take control of your financial future so that you can live the life you aspire to live. Visit www.savvywealth.com to learn more. Savvy Wealth Inc. is a technology company and parent company of Savvy Advisors Inc., a Registered Investment Advisory Firm (Savvy Advisors DBA Savvy Wealth).

Advisory Services Provided:

Financial Planning, Portfolio Management, Retirement Planning, 401K Rollovers, Wealth Management, Money Management, Risk Management, Education Funding and Planning, Financial Advice & Consulting, Financial Planning for Individuals, Financial Planning for Businesses, Investment Advice & Management, Estate Planning & Trusts

Customer Reviews

Top Financial Advisor Firms in Bakersfield, California (Ranked by AUM)

Firm Name No. of Advisors No. of Clients AUM Fee Structure
11601 Bolthouse Drive, Suite 210, Bakersfield, CA 93311
9 206 $432,165,563
A percentage of AUM, Hourly charges
5401 Business Park South, #217, Bakersfield, CA 93309
3 1012 $390,586,460
A percentage of AUM, Hourly charges, Fixed fees, Performance Based
2000 Oak Street, Suite 100, Bakersfield, CA 93301
3 420 $159,200,000
A percentage of AUM, Hourly charges, Fixed fees
5060 California Ave., Suite 600, Bakersfield, CA 93309
10 490 $154,920,485
A percentage of AUM, Hourly charges, Fixed fees
11601 Bolthouse Drive, Suite 120, Bakersfield, CA 93311
4 600 $115,851,649
A percentage of AUM, Hourly charges, Fixed fees

    List of Additional Advisors in Bakersfield, California*

    * Additional advisors listing is provided in partnership with Yext

    Financial Advisor Office Location Phone Number
    11001 River Run Blvd, Ste 100, Bakersfield, CA  93311 661-664-6900
    1620 Mill Rock Way, Ste 200, Bakersfield, CA  93311 661-663-7410
    11001 River Run Blvd, Ste 100, Bakersfield, CA  93311 661-664-6900
    11001 River Run Blvd, Ste 100, Bakersfield, CA  93311 661-664-6900
    1620 Mill Rock Way, Ste 200, Bakersfield, CA  93311 661-663-7410
    11001 River Run Blvd, Ste 100, Bakersfield, CA  93311 661-664-6900
    1620 Mill Rock Way, Ste 200, Bakersfield, CA  93311 661-663-7410
    1412 17th St, Ste 219, Bakersfield, CA  93301 661-324-1772
    9100 Ming Avenue, Suite 205, Bakersfield, CA  93311 661-663-4637
    331 Truxtun Ave, Bakersfield, CA  93311 661-325-8113

      Frequently Asked Questions

      Financial advisors and financial planners in California differ in their scope of services and qualifications. A financial advisor provides a variety of services such as investment management, retirement planning, wealth management, and more, depending on the need of an individual. In contrast, a financial planner is a qualified professional who creates personalized financial plans for clients, focusing on areas including retirement, tax, and estate planning. Planners hold specific credentials (CFP, CFA, etc.), and have a fiduciary duty to act in their client's best interests. To learn more, read on about the differences between Financial advisors and financial planners.

      When choosing a financial advisor in California who specializes in socially responsible investing, be sure to ask the advisor about their approach to screening investments for environmental, social, and governance (ESG) factors. You can also search for advisors who are members of organizations like the Sustainable Investment Professional Certification (SIPC) or the US SIF: The Forum for Sustainable and Responsible Investment. Additionally, you may also use our free advisor match service to get matched to and compare 2 to 3 financial advisors who meet your specific requirements. To further understand a financial advisor's approach to socially responsible investing, consider using the following 6 Questions On Sustainable Investing That You Should Ask Your Financial Advisor.

      When choosing a financial advisor in California, look for some common credentials like Certified Financial Planner (CFP), Chartered Financial Analyst (CFA), Chartered Financial Consultant (ChFC), etc. These designations indicate that the advisor has undergone rigorous training and testing in the field of financial planning and is committed to upholding high ethical standards. To ensure you are making a more informed decision while picking an advisor, explore the 6 common financial advisor certifications you need to know. To further explore the various credentials an advisor can hold, read more about advisor designations.

      To ensure that a financial advisor in California prioritizes your best interests, seek out advisors who adhere to a fiduciary standard, which legally obligates them to act in your best interests and avoid conflicts of interest. When selecting an advisor, inquire about their fiduciary status and how they will consistently prioritize your interests. To make sure your best interests are being considered, learn more about the role of a fiduciary financial advisor and the support they can provide.

      A financial planner can help you choose the most suitable retirement plans based on your individual circumstances and financial goals, including a 401(k), IRA, Thrift Savings Plan (TSP), and cash-balance pension plans. If you wish to learn more about planning for retirement, read more about the 4 Types of Retirement Plans.

      A financial advisor in California may assist you in reducing your tax burden through various strategies, such as optimizing deductions, implementing tax-efficient investment strategies, exploring retirement account contributions, and advising on tax-advantaged savings vehicles. However, WiserAdvisor's directory may not include advisors that specialize in taxes. In the "Advisory Services Provided" section, you will be able to confirm if tax advice and tax preparation services are among the services they offer.