Caleb Richmond
Woodward Diversified Capital · Bakersfield, California
Caleb Richmond is a fee-only financial advisor at Woodward Diversified Capital in Bakersfield, California. Caleb focuses on estate & legacy planning and retirement planning. Woodward Diversified Capital reports charging a percentage of assets, hourly fees, fixed fees and performance-based fees on its Form ADV.
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Specialties
Facts
| Firm | Woodward Diversified Capital |
|---|---|
| Based in | Bakersfield, California |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees · Performance-based fees |
| Assets under management | $609.7M across 438 accounts |
| SEC registration | Investment adviser representative in CA · CRD 7006596 |
| Exams passed | Series 66 (2019) |
| Firm size | 6 employees |
| Disclosures | None reported |
| Website | www.woodwarddiversifiedcapital.com |
How Caleb's firm compares
- Woodward Diversified Capital's average account is about $1.4 million, from its Form ADV (assets managed divided by 438 accounts).
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Questions about Caleb
Is Caleb Richmond a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Caleb holds no broker registration, and Woodward Diversified Capital reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Caleb charge for financial advice?
Caleb's firm, Woodward Diversified Capital, reports charging a percentage of assets, hourly fees, fixed fees and performance-based fees on its SEC Form ADV.
Where is Caleb Richmond based?
Caleb Richmond is based in Bakersfield, California.
What does Caleb specialize in?
Caleb's specialties include estate & legacy planning and retirement planning.
Is Caleb Richmond registered with the SEC?
Yes. Caleb Richmond is registered as an investment adviser representative in CA (CRD 7006596), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Woodward Diversified Capital manage?
Woodward Diversified Capital reports $609.7M across 438 accounts in assets under management.
How do I contact Caleb Richmond?
Through Caleb's website, www.woodwarddiversifiedcapital.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Other fee-only advisors in Bakersfield
Other advisors in California who focus on estate & legacy planning
Where this information comes from
- SEC adviser records : the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- Woodward Diversified Capital website : specialties, clients served, and fees, checked October 30, 2026
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
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