Barry F.t. Bolker fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed March 28, 2026. Fees can change, so confirm with the firm before you hire them.

Hourly rate

$100⁠-⁠$175/hr

“Barry’s hourly charges range from $100/hr to $175/hr depending upon the complexity of the client’s situation, the services to be provided, and the scope of effort involved.”

Flat or project fee

$1,000

“When the planning service is provided for a Fixed-Fee, the fee is generally payable in advance if it is $1,000 or less.”

Annual fee

$300⁠-⁠$1,000/yr

“Typical retainers range from $300 to $1000.”

Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)

How Barry F.t. Bolker bills

Payment and refund terms, quoted from the fee section of the brochure.

• “If the fee is more than $1,000, one-half of the Fixed- Fee is payable in advance and the balance upon completion of the service.”
• “If the completion of the planning service is expected to occur more than six months after the signing of the advisory agreement, no more than $500 may be prepaid, with the balance due upon completion of the planning service.”
• “Any unused portion of fees collected in advance will be refunded within 30 days.”

How Barry F.t. Bolker’s fees compare

• Its hourly rate of $100-$175 is below the California median of $300. 3% of the 932 other California planners that publish an hourly rate charge less.
• 1 of the 3 other planners in Camarillo that publish an hourly rate charge less.
• Its flat or project fee of $1,000 is below the California median of $5,000. 9% of the 796 other California planners that publish a flat or project fee charge less.
• 1 of the 2 other planners in Camarillo that publish a flat or project fee charge less.
• Its annual fee of $300-$1,000 is below the California median of $6,250. 6% of the 224 other California planners that publish an annual fee charge less.
• It doesn't charge a percentage of the assets it manages, so its fee won't grow with your portfolio.

About Barry F.t. Bolker

• Solo practice: one person runs the firm, so you work directly with the planner.
• Credentials named in the brochure: CFP®.
• Registered as an adviser: 2004 (22 years).

Planning areas mentioned in the brochure

• Retirement planning
• Tax planning
• Estate planning
• Divorce

Firm details from Form ADV

How the firm is paid

Hourly fees, fixed or flat fees

Charges a % of assets

No

Clients

10

Employees

1

Works with

Individuals

Services reported to regulators

Financial planning

Registered with

State securities regulators

Disciplinary disclosures

None reported

SEC CRD number

134853

Website

barrybolker.com (opens in new tab)

Phone

(805) 388-8784

Other planners in Camarillo that publish fees

• Advantage Financial ConsultantsCamarillo$125/hr, $250
• Brightpath Wealth Planning, LLCCamarillo$325/hr, $1,500⁠-⁠$5,000
• Kane Capital Advisors LLCCamarillo$250/hr
• 10/28 Wealth Management LLCOceanside$300/hr, $500⁠-⁠$10,000
• 360DividendsGranite Bay$300/hr, $2,500⁠-⁠$10,000
• 3D Holistic WealthIrvine$300/hr, $1,500⁠-⁠$10,000

Compare all 7 planners in Camarillo