A complete list of active advisors currently associated with Mestmaker & Petrey Wealth Advisors
Warmer can help you find a great advisor at Mestmaker & Petrey Wealth Advisors or one who fits your needs even better.
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.
To learn more about the advisors currently working at Mestmaker & Petrey Wealth Advisors, 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 |
|---|---|---|
Bakersfield, CA
| 10
| |
Bakersfield, CA
| 20
| |
Bakersfield, CA
| 22
|
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