Rodney Palmer
Barnes Wealth Management Group · Bakersfield, California
Rodney Palmer is a fee-only financial advisor at Barnes Wealth Management Group in Bakersfield, California. Rodney focuses on tax planning, estate & legacy planning and small business owners. Barnes Wealth Management Group reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.
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Specialties
Facts
| Firm | Barnes Wealth Management Group |
|---|---|
| Based in | Bakersfield, California |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Assets under management | $477.2M across 1,470 accounts |
| SEC registration | Investment adviser representative in CA · CRD 2436679 |
| Exams passed | Series 63 (1994) · Series 65 (1998) |
| Firm size | 12 employees |
| Disclosures | None reported |
| Website | www.barneswealth.com |
How Rodney's firm compares
- Barnes Wealth Management Group's average account is about $325,000, from its Form ADV (assets managed divided by 1,470 accounts).
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Questions about Rodney
Is Rodney Palmer a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Rodney holds no broker registration, and Barnes Wealth Management Group reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Rodney charge for financial advice?
Rodney's firm, Barnes Wealth Management Group, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
Where is Rodney Palmer based?
Rodney Palmer is based in Bakersfield, California.
What does Rodney specialize in?
Rodney's specialties include tax planning, estate & legacy planning and small business owners.
Is Rodney Palmer registered with the SEC?
Yes. Rodney Palmer is registered as an investment adviser representative in CA (CRD 2436679), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Barnes Wealth Management Group manage?
Barnes Wealth Management Group reports $477.2M across 1,470 accounts in assets under management.
How do I contact Rodney Palmer?
Through Rodney's website, www.barneswealth.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
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
- Barnes Wealth Management Group 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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