Advisor at Mestmaker & Petrey Wealth Advisors
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Firm
Mestmaker & Petrey Wealth Advisors
Location
Bakersfield, CA 93301
Credentials
Series 66
Industry experience
22 years
Daniel Petrey is a financial advisor at Mestmaker & Petrey Wealth Advisors with 22 years of industry experience. He holds the Series 66 designation and has been with the firm since 2009. Mestmaker & Petrey Wealth Advisors provides discretionary asset management, pension consulting, and 401(k) participant services for individuals, trusts, retirement plans, and business entities. The firm manages portfolios using a combination of charting, fundamental, technical, and cyclical analysis, and offers a subscription newsletter and educational seminars alongside its advisory services.
Based on Mestmaker & Petrey Wealth Advisors
Flat fees generally range from $250 to $10,000 for pension consulting; $50 to $1,000 for 401(k) participant services
$0 - $500,000: 1.65% annually $500,001 - $1,000,000: 1.50% annually $1,000,001 - $5,000,000: 1.40% annually $5,000,001 - $10,000,000: 1.15% annually $10,000,001 - $25,000,000: 0.90% annually $25,000,001 - $50,000,000: 0.80% annually $50,000,001+: 0.65% annually
$250 per hour for pension consulting services
$100 annually for online newsletter & blog subscription
Fee-only: Hourly fee $250; Flat fees $250 to $10,000 for pension consulting; Flat fees $50 to $1,000 for 401(k) participant services; $100 annually for online newsletter subscription
2000 Oak Street, Suite 100
Bakersfield, CA 93301
California · Texas
MPWA Inc. DBA Mestmaker & Petrey Wealth Advisors
2009 - Present (17 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
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CFP®, Series 63, Series 65
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