Barry F.T. Bolker
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$0
Clients
10
0% high-net-worth
Advisors
1
of 1 employees
Firm type
Independent
1 advisor with up to 2 employees
Fewer clients per advisor generally means more personalized, proactive service. Higher ratios may reflect streamlined models or lower minimums.
Clients per advisor
10
LowAverage account size
$0
About
The firm is a solo, fee-only registered investment adviser that provides personal financial planning and consulting to individuals, families and related entities. Typical engagements cover cash‑flow and budget analysis, retirement and education planning, tax and risk reviews, investment review, and divorce‑related financial planning.
The adviser works on hourly or fixed‑fee project engagements and focuses on educating and empowering clients to make and manage their own financial decisions; the firm does not provide ongoing portfolio management or take custody of client assets. In investment discussions the firm favors low‑cost, no‑load mutual funds and ETFs, uses fundamental analysis and global asset allocation principles, and helps align holdings with a client’s risk tolerance and time horizon.
What is distinctive for an independent solo adviser is that the firm does not charge percentage‑of‑assets‑under‑management fees and does not accept commissions or soft‑dollar benefits, instead billing only for planning time and projects. The practice maintains a small, long‑standing client base, is available to serve as either a financial neutral or an advocate in divorce matters, and is occasionally engaged by other professionals to provide specialized planning support.
Client services
Financial planning
Expertise
General retirement planning
Divorce financial planning
Cash flow / budgeting
Inherited wealth
Demographic focus
Baby Boomers (Born 1946-1964)
Fee options
Fixed fees for financial planning projects generally payable half in advance if over $1,000; full payment if $1,000 or less; amount based on estimated complexity and time.
Hourly consulting services with a retainer typically ranging from $300 to $1,000; hourly fees charged against the retainer; two-hour minimum for hourly services.
Fee-only: Hourly fees typically with a two-hour minimum; fixed fees for projects based on complexity and time involved; all fees are negotiable.
Main office location
Barry F.T. Bolker
Camarillo CA, United States
Number of offices
1
Most active in
Barry F.T. Bolker has reported serving >5 clients in these states in the last 12 months.
California
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
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.
Forms ADV
Not sure where to start?
We'll help you think it through — whether you ultimately need an advisor or not.
Warmer helps you compare advisors clearly — so you can choose with confidence.
Discover
Compare top advisor firms by metric, firm size, and location.
Warmer provides personalized recommendations and introductions to independent fiduciary advisors. We do not supervise advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
Each advisor listed on our site is an independent fiduciary responsible for their own advice. Warmer may receive fees from advisors for participation or referrals; these fees are paid by advisors and do not affect the fees clients pay for advisory services.
For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Please review an advisor's Form ADV and do your own diligence before entering into an advisory relationship.
By using our service, you agree to Warmer's Terms of Service and Advisory Agreement and Privacy Policy. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. ("Warmer")