BARENTSEN ADVISORY SERVICES, LLC
Firm details
- Headquarters
- WALNUT CREEK, California
- CRD number
- 285676
- Fee structure
- Hourly Charges, Fixed Fees
- Services
- Financial Planning
Firm profile
FINTRXOverview
Barentsen Advisory Services, LLC operates as a small, individual-owned advisory firm focused on financial planning rather than traditional discretionary asset management. The firm charges clients via hourly and fixed-fee arrangements, which aligns with a planning-centric business model that emphasizes advice and deliverables over ongoing asset-based billing. The firm is not active as an ESG investor, does not position itself as a capital allocator, and does not advertise pension consulting or related-adviser services. Given its self-described advisory activity—financial planning services—Barentsen Advisory Services appears oriented toward providing advice, projections, and planning work rather than managing pooled or custom investment portfolios. There is no indication the firm runs or allocates to third-party alternative investment funds, and it does not appear to operate across multiple states.
Assets & Accounts
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Owners & executives
1 of 1Kimberly Barentsen
Chief Compliance OfficerCRD 2092280
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
WALNUT CREEK, CA
CONTRA COSTA
Location
WALNUT CREEK, CA
Headquartered in WALNUT CREEK, CA, anchoring the San Jose-San Francisco-Oakland, CA metro in the West.
- Metro area
- San Jose-San Francisco-Oakland, CA
- Region
- West
- County
- CONTRA COSTA
- Address
- 1255 Treat Blvd
- Time zone
- PT (UTC-8)
- Office locations
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