Ronald Church
Ronald Church is a ChFC-designated registered investment advisor at Barnes Wealth Management Group, based in Bakersfield, CA, with 40 years of industry experience. Ronald operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, High Net Worth, Insurance Planning, and 2 more. Their firm serves 833 clients with $410M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $250K | 1.30% |
| $250K - $500K | 1.20% |
| $500K - $1000K | 1.10% |
| $1.0M - $3.0M | 1.00% |
| $3.0M - $5.0M | 0.90% |
| $5M+ | 0.80% |
Advisory fee is negotiable depending on individual client circumstances. At BWMG's discretion, they may combine the account values of family members living in the same household to determine the applicable advisory fee.
Fee Estimator
Location
5060 California Ave., Suite 600, Bakersfield, CA, 93309
Get directionsHistory
Regulatory History (1)
Customer Dispute
July 2006Other Business ActivitiesSells Insurance
Ronald is the owner of Barnes Wealth Management Group, Inc. dba Ironwood Retirement Plan Consultants, where he focuses on retirement plan consulting, dedicating nearly full-time hours to this role. He also owns Ron Church Insurance Services, where he sells variable life and annuities, spending about 10-20% of his time on this activity.
Employment History
Current Registrations
Barnes Wealth Management Group
Purshe Kaplan Sterling InvestmentsBroker
Previous Registrations
Global Retirement Partners LLC
LPL Financial LLCBroker
Financial Telesis, INC.
Financial Telesis INCBroker
Princor Financial Services Corporation
Princor Financial Services CorporationBroker
Financial Network Investment CorporationBroker
State Registrations4 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.