A complete list of active advisors currently associated with Barry F.T. Bolker

Warmer can help you find a great advisor at Barry F.T. Bolker or one who fits your needs even better.

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.

To learn more about the advisors currently working at Barry F.T. Bolker, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.

Name	Location	Years of experience
Barry Bolker	Camarillo, CA	8

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