Mestmaker & Petrey Wealth Advisors
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMClient assets under management
$129,800,000
Clients
348
Advisors
3
of 3 employees
About
Mestmaker & Petrey Wealth Advisors provides asset management, pension consulting, and 401(k) participant services to individuals (including high net worth clients), trusts, corporations, and employer retirement plans. The firm also offers an optional subscription newsletter and client-accessible blog, and delivers educational seminars and participant education for plan sponsors.
For discretionary asset-management clients the firm conducts at least quarterly reviews and tailors portfolios using a mix of charting, fundamental, technical and cyclical analysis, employing long- and short-term holdings as well as trading, margin and option-writing strategies where appropriate. Pension consulting engagements and 401(k) participant reviews are delivered on a case-by-case basis and may include assistance with plan structure, investment option reviews and ongoing participant education or workshops.
The brochure highlights several features that are uncommon among similar supported firms: a paid subscription newsletter described as having a “somewhat aggressive bias,” regular educational seminars for retirement plan fiduciaries at no additional cost, and sponsorships or third‑party‑sponsored client events and speakers (disclosed as potential conflicts). It also discloses an operational relationship with Raymond James that provides research, technology and marketing support, plus one‑time onboarding assistance and transfer‑fee reimbursement arrangements.
Client services
Expertise
Fee options
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
Main office
2000 Oak Street, Suite 100
Bakersfield CA 93301
Advisors at this office
3
Most active in
California · Texas
Also doing business as
Mestmaker & Petrey Wealth Advisors · Mpwa, Inc.
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.
Advisors at this firm
Daniel P
Series 66
Bakersfield, CA
Mestmaker & Petrey Wealth Advisors
Daniel Petrey is a financial advisor at Mestmaker & Petrey Wealth Advisors with 23 years of industry experience. He holds the Series 66 designation and has been with the firm since 2009. Outside of advisory work, he is a co-owner of a real estate holding company. Mestmaker & Petrey Wealth Advisors provides asset management, pension consulting, and 401(k) participant services to individuals, trusts, corporations, and employer retirement plans, offering tailored portfolio reviews and educational resources for clients and plan sponsors.
Jeffrey M
Series 66
Bakersfield, CA
Mestmaker & Petrey Wealth Advisors
Jeffrey Mestmaker is a financial advisor with Mestmaker & Petrey Wealth Advisors in Bakersfield, CA, holding a Series 66 designation and 20 years of industry experience. He has worked with Kern Tobacco Corp. and Kern Asset Leasing Corp. since 2014 and has been with Mestmaker & Petrey Wealth Advisors 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, educational seminars, and individual 401(k) reviews.
Heidi C
Series 65
Bakersfield, CA
Mestmaker & Petrey Wealth Advisors
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.
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