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The fee is billed in advance and is negotiable.","source":"BWMG FORM ADV PART 2A DATED MARCH 17, 2026, filed 17 March 2026","sourceRef":{"doc":"brochure","section":"fees"}},{"question":"Which custodians does Barnes Wealth Management Group use?","answer":"Barnes Wealth Management Group’s separately managed account assets are held at Charles Schwab & Co., Inc. (San Francisco, CA), with $298M, Voya Retirement Advisors, LLC (Windsor, CT), with $63.3M and Principal Securities, Inc. (Scottsdale, AZ), with $50.6M. Only custodians holding at least a tenth of those assets are named.","source":"Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 17 March 2026","sourceRef":{"doc":"adv1","section":"custodians"}},{"question":"How many financial advisors does Barnes Wealth Management Group have?","answer":"Barnes Wealth Management Group has 7 investment adviser representatives registered with state securities authorities, out of 12 employees, and 7 perform investment advisory functions. 3 employees are registered representatives of a broker-dealer and 6 employees are licensed insurance agents.","source":"Form ADV Part 1A, Items 5.A and 5.B, from the SEC's 2 October 2026 data file","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What does Barnes Wealth Management Group invest in?","answer":"At the end of its last fiscal year, Barnes Wealth Management Group’s separately managed accounts held 80% registered funds (mutual funds, ETFs, BDCs), 14% exchange-traded equities, 4% cash and equivalents, 1% U.S. government and agency bonds and 1% investment grade corporate bonds.","source":"Form ADV Part 1A, Items 5.K.(1) and 7.B, from the SEC's 2 October 2026 data file","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"Who owns Barnes Wealth Management Group?","answer":"Barnes Wealth Management Group’s direct owners are Steven A. Barnes and Lori B. Barnes Trustees of the Barnes Living Trust DTD 9/20/1995 (75% or more), Lori Barnes (75% or more), and Steven Barnes (75% or more).","source":"Form ADV Part 1A, Schedules A and B, filed 17 March 2026","sourceRef":{"doc":"adv1","section":"scheduleA"}},{"question":"How does Barnes Wealth Management Group get paid?","answer":"Barnes Wealth Management Group is paid through a percentage of assets under management, hourly charges, fixed fees and other compensation. Its Form ADV lists no commissions or performance-based fees among how it is paid.","source":"Form ADV Part 1A, Item 5.E, from the SEC's 2 October 2026 data file","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"How do I contact Barnes Wealth Management Group?","answer":"Barnes Wealth Management Group’s main office is at 5060 California Ave., Suite 600, Bakersfield, CA 93309. Its phone number is 661-322-9799. 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Facts as filed; not a rating, ranking, or recommendation. Niva is not affiliated with this firm. Disciplinary history is deliberately not included here or on the page; the SEC publishes the complete record at the `iapdUrl` above."}