Barry Bolker is a CFP-designated registered investment advisor at Barry F.T. Bolker, based in Camarillo,, CA, with 7 years of industry experience. Barry operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Divorce Planning, Financial Planning & Coaching, Retirement Planning.
Compensation
Fixed/Hourly
Firm Size
1 advisor
IM Fee
Planning only
Fee Structure
- Coordinated financial plan evaluating all aspects of a client’s finances, including financial problems, cash flow, tax review, risk exposure, investment review, education funding, and retirement planning, for a fixed fee based on complexity and time involved.
- Assistance with specific areas of finances such as cash flow, retirement, investment review, inheritance, divorce financial planning, and lifestyle changes, on an hourly basis or for a fixed cost.
- Hourly consulting with a two-hour minimum.
Hourly Rate:$100 - $175/hr
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Location
Camarillo,, CA
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Regulatory History
Clean regulatory record
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 →Employment History
Current Registrations
Barry F.T. Bolker
September 2018 - Present · 7 yrs 8 mos
State Registrations1 state
CA
Advisor
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.
Exams
No exam information available for this advisor.