Barry F.T. Bolker
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
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
Expertise
Demographic focus
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
Camarillo CA
Advisors at this office
1
Most active in
California
Also doing business as
Barry F. T. Bolker · Barry F.T. Bolker · Barry F.T. Bolker, Ph.D., Cfp · Bolker, Barry Francis Thaddeus
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
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