Mestmaker & Petrey Wealth Advisors fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed March 16, 2026. Fees can change, so confirm with the firm before you hire them.

Hourly rate

$250/hr

“Our hourly fee is $250.”

Flat or project fee

$250⁠-⁠$10,000

“Our flat fees generally range from $250 to $10,000.”

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

How Mestmaker & Petrey Wealth Advisors bills

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

• “Our fees may be negotiable depending on the nature and complexity of each client’s circumstances. 6 A.”
• “In certain circumstances, advisory fees may be negotiable based upon prior relationships as well as related account holdings.”
• “Our fees are billed on a pro-rata annualized basis quarterly in advance based on the value of your account on the last day of the previous quarter.”

How Mestmaker & Petrey Wealth Advisors’ fees compare

• Its hourly rate of $250 is below the California median of $300. 19% of the 932 other California planners that publish an hourly rate charge less.
• 1 of the 2 other planners in Bakersfield that publish an hourly rate charge less.
• Its flat or project fee of $250-$10,000 spans the California median of $5,000. 53% of the 796 other California planners that publish a flat or project fee charge less.
• 2 of the 3 other planners in Bakersfield that publish a flat or project fee charge less.

About Mestmaker & Petrey Wealth Advisors

• Firm size: 3 employees.
• Registered as an adviser: 2019 (7 years).

Firm details from Form ADV

How the firm is paid

Hourly fees, fixed or flat fees, percentage of assets under management

Charges a % of assets

Yes

Highest asset based fee in brochure

1.65% a year

Clients

348

Employees

3

Works with

Individuals, high net worth individuals, charities, and businesses

Services reported to regulators

Financial planning, portfolio management for individuals and small businesses, portfolio management for businesses and institutions, pension consulting, newsletters and publications, and educational seminars and workshops

Assets managed

$140,785,000

Registered with

U.S. Securities and Exchange Commission

Disciplinary disclosures

None reported

SEC CRD number

148484

Website

mpwealthadvisors.com (opens in new tab)

Phone

(661) 395-9400

Can advise clients in 2 states: California, Texas

Other planners in Bakersfield that publish fees

• Applied Wealth ManagementBakersfieldUp to $10,000, $200⁠-⁠$500/mo
• Entruity Wealth, LLCBakersfield$30,000
• Gomez Financial PlanningBakersfield$150/hr
• Visionary Wealth Planners LLCBakersfield$500⁠-⁠$2,000
• Wealthtarget Investment Advisors, LLCBakersfield$250/hr
• Woodward Diversified Capital, LLCBakersfield$20,000/yr

Compare all 11 planners in Bakersfield