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BARNES WEALTH MANAGEMENT GROUP
BARNES WEALTH MANAGEMENT GROUP, INC.
CRD 132189 · SEC 801-118031
5060 CALIFORNIA AVE., SUITE 600, BAKERSFIELD, CA, 93309, United States
Phone
661-322-9799
Fax
661-631-0655
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$477.2M
Discretionary AUM
$308.4M
Team
12 total employees; 7 advisory reps
Clients
26-50
Fees
Percentage of AUM; Hourly charges; Fixed fees; CLASS/EDUCATIONAL FEES
Org form
Corporation
Filing date
2026-03-17
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Pension consultingEducational seminars
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 709 | $136.0M |
| High net worth individuals | 124 | $167.1M |
| Pension/profit sharing plans | 41 | $168.8M |
| Charitable organizations | 6 | $637K |
| Corporations/business entities | 17 | $4.6M |
States served
CA, PA, TX
All web addresses on file
- HTTP://WWW.BARNESWEALTH.COM
- https://www.facebook.com/BarnesWealthManagementGroup/
- https://www.ironwoodretirementplanconsultants.com/
- https://www.linkedin.com/company/ironwood-retirement-plan-consultants/
- https://www.linkedin.com/in/steven-barnes-cfp%C2%AE-chfc%C2%AE-aep%C2%AE-6795a93/
- https://www.linkedin.com/in/dani-o-donnell-8274b9167/
- https://www.linkedin.com/company/barnes-wealth-management-group/
- https://www.linkedin.com/in/ronchurchchfc-cpfa-ironwoodretirementplanconsultants/
- https://www.linkedin.com/in/scott-barks-chfc%C2%AE-17698695/
- https://www.linkedin.com/in/adam-mackall-cfp%C2%AE-cepa%C2%AE-chfc%C2%AE-7803b4149/
- https://www.linkedin.com/in/trevor-hedge-cpfa-0300b61b9/
Official SEC filing: View on IAPD