Advisor at Mestmaker & Petrey Wealth Advisors
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Firm
Mestmaker & Petrey Wealth Advisors
Location
Bakersfield, CA 93301
Credentials
Series 65
Industry experience
10 years
Heidi Canet is a financial advisor at Mestmaker & Petrey Wealth Advisors in Bakersfield, CA, holding a Series 65 credential with 10 years of industry experience. She has been with Mestmaker & Petrey Wealth Advisors since 2012. 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, educational seminars, and individual 401(k) reviews upon request.
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
Mestmaker & Petry Wealth Advisors
2012 - Present (14 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
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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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