Advisor at Entruity Wealth, LLC
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Firm
Entruity Wealth, LLC
Location
Bakersfield, CA 93311
Credentials
CFP®, Series 63, Series 66
Industry experience
10 years
Andrew Barnes is a CFP® professional with 10 years of industry experience, currently serving as President and CIO at Entruity Wealth, LLC in Bakersfield, CA. His prior experience includes roles at Morgan Stanley and Purshe Kaplan Sterling Investments. Barnes also holds a Fixed Insurance Agent license and dedicates part of his practice to fixed insurance. Entruity Wealth manages approximately $128.6 million across about 281 client relationships, focusing on individual and high-net-worth clients. The firm offers comprehensive portfolio management, financial planning, retirement-plan consulting, and cash management, utilizing multiple asset-allocation strategies and a range of public and private securities, including active use of derivatives and structured instruments.
Based on Entruity Wealth, LLC
Financial planning and consulting flat fees up to $30,000, generally minimum $1,000
Representatives receive commissions for sale of securities and insurance products
Minimum fee: Financial planning flat fees generally assessed a minimum of $1,000
11601 Bolthouse Drive, Suite 120
Bakersfield, CA 93311
California · Texas
Purshe Kaplan Sterling Investments, Inc.
2020 - Present (6 years)
Entruity Wealth, LLC
2017 - Present (9 years)
PURSHE KAPLAN STERLING INVESTMENTS, Inc.
2017 - 2018 (1 year)
Morgan Stanley
2015 - 2017 (2 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is not active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Series 65
Bakersfield, CA
Howard Financial
Series 63, Series 65
Bakersfield, CA
Visionary Wealth Planners LLC
CFP®, Series 63, Series 65
Bakersfield, CA
WealthTarget Investment Advisors, LLC
Series 66
Bakersfield, CA
Mestmaker & Petrey Wealth Advisors
Series 66
Bakersfield, CA
Mestmaker & Petrey Wealth Advisors
Series 63
Bakersfield, CA
Sierra Capital Management
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