BARENTSEN ADVISORY SERVICES, LLC

RIASEC Registered
Total AUM
Avg account
$0
Accounts
0
Employees
1
Advisory reps
1

Firm details

Headquarters
WALNUT CREEK, California
CRD number
285676
Fee structure
Hourly Charges, Fixed Fees
Services
Financial Planning

Firm profile

FINTRX

Overview

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

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Owners & executives

1 of 1
  • Kimberly Barentsen

    Chief Compliance OfficerCRD 2092280

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

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

Similar firms

Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth