Fee-only adviser · Bakersfield, CA
Anchor Point Financial
Anchor Point Financial is a fee-only investment adviser registered with the U.S. Securities and Exchange Commission, with its main office in Bakersfield, California. On its latest Form ADV, filed February 16, 2026, it reports $174M in regulatory assets under management, 171 individual clients and 1 employee who gives investment advice. It reports no commission compensation, is not registered as a broker-dealer and does not act as an insurance agent.
Key facts from Form ADV
| Registration | SEC-registered |
|---|---|
| Firm CRD number | 334103 · SEC file 801-131927 |
| Office | 10000 Stockdale Highway Suite 103 Bakersfield, CA 93311 |
| Phone | (661) 484-7712 |
| Website | anchorpoint.financial |
| Regulatory assets under management | $174M |
| Individual clients | 119 non-high-net-worth, 52 high-net-worth |
| Financial planning clients | Not reported |
| How it charges | Percentage of assets |
| Services | Portfolio management |
| Employees | 1 |
| Disciplinary disclosures | None reported |
| Latest Form ADV filing | February 16, 2026 |
Source: the firm’s Form ADV Part 1A as published by the SEC’s Investment Adviser Public Disclosure database, data as of November 6, 2026. Figures are self-reported by the firm.
What this means for you
- It charges only as a percentage of the assets it manages. Ask about the fee schedule and any account minimum, which Form ADV Part 1 does not record.
- Most of its individual clients are not high-net-worth, so it is likely to work with people who are still building assets.
- It reports no disciplinary history on Form ADV.
Before you hire any adviser
Read the firm’s Form ADV Part 2 brochure on its SEC record: it sets out fees, minimums, conflicts of interest and who will manage your money. Ask whether the firm acts as a fiduciary for all of your accounts, how it is paid in total, and who holds your assets. Our guide to choosing a financial adviser lists the questions to ask.
Other fee-only advisers in Bakersfield
- Barnes Wealth Management Group $477M
- Woodward Diversified Capital, LLC $610M
- Mestmaker & Petrey Wealth Advisors $141M
- Entruity Wealth, LLC $171M
- Wealthtarget Investment Advisors, LLC $75M
- Bolthouse Investment Management Services $631M
See all 7 fee-only advisers in Bakersfield →
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