Barry Bolker is a CFP-designated registered investment advisor at Barry F.T. Bolker, based in Camarillo,, CA, with 8 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, Education Planning, Estate Planning, Financial Planning & Coaching, and 3 more. Their firm serves 10 clients.
Compensation
Firm Size
IM Fee
Fee Structure
- Full-scale coordinated financial plan — Fixed fee based on an estimate of the complexity of the work and the time required, covering cash flow, tax review, risk exposure, investment review, and retirement planning.
- Specific financial projects — Hourly or fixed-cost projects addressing topics such as cash flow, retirement, investment reviews, inheritance, and divorce financial planning.
- Hourly consulting — $100 to $175 per hour with a two-hour minimum, depending on the complexity of your situation.
Location
Camarillo,, CA
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Current Registrations
Barry F.T. Bolker
State Registrations1 state
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