Steven
Barnes
Barnes Wealth Management Group
Answer a few questions and
get matched with an advisor.
About this Advisor
Steven Barnes is a certified financial planner and chartered financial consultant who works out of Bakersfield, California with 22 years of industry experience. Barnes is currently employed by Barnes Wealth Management Group. Their career trajectory has included roles at Lpl Financial, LLC (Formerly: Linsco Private Ledger), Barnes Wealth Management Group, Barnes & Associates and Purshe Kaplan Sterling Investments. Barnes holds a Series 66 license, which qualifies them as both a securities agent and an investment advisor representative, and is approved to work in California and Texas. Barnes Wealth Management Group is a financial advisory firm operating out of Bakersfield, CA. It controls $282 million in assets among its 1,104 client accounts, placing it among the mid-sized financial advisory firms in the country by assets under management. Of its 1,104 customer accounts, just 7% are held by high-net-worth investors who have at least $1 million in assets available to invest. The firm provides a diverse set of services, such as financial planning services, portfolio management for individuals and small businesses, pension consulting services and educational seminars. Fees charged by financial advisors usually depend on the services provided. However, fee types charged by Barnes Wealth Management Group can be comprised of some combination of asset-based, hourly and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
Not sure which advisor is right for you? Use our matching tool.
Our matching tool simplifies the process of finding a financial advisor. To match you with top financial advisors nearby, we ask you a series of questions about your retirement plans, life status, investment goals and advisor preferences, which are all important topics to consider when choosing a financial advisor. Based on that information, we match you with financial advisors near you who suit your needs. Our matching tool has connected more individuals with financial advisors than any other service in the U.S. Click here to get matched with an advisor today.
Barnes Wealth Management Group Brokerage Details
$282,151,198
11
1,104
$255,572
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Educational seminars/workshops
Steven Barnes Work History
Steven has been registered as a financial advisor for 22 years.*
Purshe Kaplan Sterling Investments
Barnes Wealth Management Group
Barnes & Associates
Lpl Financial, LLC (Formerly: Linsco Private Ledger)
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Steven Barnes to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Barnes Wealth Management Group
Bakersfield, CA
Bakersfield, CA
Bakersfield, CA
Bakersfield, CA
Bakersfield, CA
Bakersfield, CA
Bakersfield, CA
The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
The named financial professional and firm have not reviewed, approved, or endorsed this profile and are not responsible for its accuracy. Profile content is produced by SmartAsset independently of any business relationships that might exist between SmartAsset and the named financial professional and firm. Financial professionals and firms having business relationships with SmartAsset receive no special treatment or consideration in SmartAsset’s profiles.
This profile may include a firm or advisor that has a business relationship with SmartAsset, in which SmartAsset is compensated for lead referrals. SmartAsset is not a client of the aforementioned firms or advisors. SmartAsset did not receive compensation for including any of the firms or advisors in the aforementioned profile.
This page contains links to SmartAsset’s financial advisor matching tool, which may or may not match you with the advisor or firm mentioned in this profile. The matching tool does not include all available advisors and firms and matches based on specific criteria (investable assets, geography, and willingness to work with a remote advisor).
Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
