Rodney Palmer
Rodney Palmer is a registered investment advisor at Barnes Wealth Management Group, based in Bakersfield, CA, with 32 years of industry experience. Rodney 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
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
Rodney owns Northstar Financial, an insurance agency, and offers life, long-term care insurance, and annuities, dedicating a few hours per week. He also owns 1% of Hit Songs Holdings, LLC, a television and recording production company, spending minimal time on this activity.
Employment History
Current Registrations
Barnes Wealth Management Group
Previous Registrations
Belpointe Asset Management LLC
Independent Financial Group, LLCBroker
Independent Financial Group, LLC
Afa Advisor Services LLC
Afa Financial Group, LLCBroker
Brecek & Young Advisors, INC.
Brecek & Young Advisors, INC.Broker
Securities America, INC.Broker
Royal Alliance Associates, INC.Broker
State Registrations1 state
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.