{
  "crd_number": 285676,
  "slug": "barentsen-advisory-services-llc-walnut-creek-ca-285676",
  "primary_business_name": "BARENTSEN ADVISORY SERVICES, LLC",
  "legal_name": "BARENTSEN ADVISORY SERVICES, LLC",
  "dbas": [],
  "city": "Walnut Creek",
  "state": "CA",
  "country": "United States",
  "cbsa_code": "41860",
  "metro": {
    "cbsa_code": "41860",
    "common_name": "San Francisco",
    "msa_name": "San Francisco-Oakland-Fremont, CA",
    "path": "/advisors/ca/san-francisco"
  },
  "registration_type": "state",
  "registration_status": "APPROVED",
  "registration_date": "2016-11-29",
  "years_registered": 9,
  "period": "2026-10-01",
  "filing_date": "2026-09-04",
  "carried_forward": false,
  "raum_total": null,
  "raum_discretionary": null,
  "raum_non_discretionary": null,
  "raum_band": "not_reported",
  "raum_band_label": "Not reported",
  "total_employees": 1,
  "advisory_employees": 1,
  "client_count_bucket": null,
  "clients_by_type": null,
  "compensation_types": [
    "fixed",
    "hourly"
  ],
  "advisory_activities": [
    "financial_planning"
  ],
  "wrap_fee_participant": false,
  "disclosure_yes_count": 2,
  "states_registered": [
    "CA"
  ],
  "websites": [],
  "iapd_url": "https://adviserinfo.sec.gov/firm/summary/285676",
  "disclosure_items": [
    {
      "item": "11.E(2)",
      "question": "Has a self-regulatory organization or a commodities exchange ever found that the firm or an advisory affiliate was involved in a violation of its rules, other than a minor rule violation under a plan the SEC approved?"
    },
    {
      "item": "11.E(4)",
      "question": "Has a self-regulatory organization or a commodities exchange ever disciplined the firm or an advisory affiliate by expelling or suspending it from membership, barring or suspending it from association with other members, or otherwise restricting its activities?"
    }
  ],
  "city_as_filed": "WALNUT CREEK",
  "url": "https://advisorcensus.com/firm/barentsen-advisory-services-llc-walnut-creek-ca-285676",
  "display_name": "Barentsen Advisory Services, LLC",
  "summary": "Barentsen Advisory Services, LLC is a state-registered investment advisory firm in Walnut Creek, CA, registered since 2016, with no regulatory assets under management reported in its Form ADV filing dated September 4, 2026.",
  "citation": "AdvisorCensus. Barentsen Advisory Services, LLC (CRD 285676): Form ADV filing data as of October 2026.",
  "registration_type_label": "State-registered investment adviser",
  "compensation_labels": [
    "Hourly charges",
    "Fixed fees (other than subscription fees)"
  ],
  "advisory_activity_labels": [
    "Financial planning services"
  ],
  "quick_answers": [
    {
      "q": "How is Barentsen Advisory Services, LLC compensated?",
      "a": "On its Form ADV (Item 5.E, October 2026), Barentsen Advisory Services, LLC reports these compensation arrangements: hourly charges; fixed fees (other than subscription fees)."
    },
    {
      "q": "Where is Barentsen Advisory Services, LLC located?",
      "a": "Barentsen Advisory Services, LLC's principal office is in Walnut Creek, CA, according to its Form ADV."
    },
    {
      "q": "Is Barentsen Advisory Services, LLC registered with the SEC or a state?",
      "a": "Barentsen Advisory Services, LLC is a state-registered investment advisory firm, registered since 2016. Status as filed: APPROVED. CRD 285676."
    },
    {
      "q": "Does Barentsen Advisory Services, LLC report any disciplinary disclosures?",
      "a": "Reports 2 disclosure items on Form ADV Item 11: yes answers to 11.E(2) (self-regulatory organization's finding of a rule violation) and 11.E(4) (self-regulatory organization's expulsion, suspension, bar, or restriction). Each question covers the firm and its advisory affiliates, and one event can produce several yes answers. The detail of any item is on the firm's public record on IAPD: https://adviserinfo.sec.gov/firm/summary/285676"
    }
  ],
  "filing_history": [],
  "recent_changes": [],
  "fees_from_brochure": null,
  "custodians": [],
  "custodians_note": null,
  "markdown_url": "https://advisorcensus.com/firm/barentsen-advisory-services-llc-walnut-creek-ca-285676.md",
  "clients": [],
  "disclosure_line": "Reports 2 disclosure items on Form ADV Item 11.",
  "indexable": true,
  "suppressed": false,
  "claimed": false,
  "enhanced": false,
  "provided_by_the_firm": null,
  "source": {
    "name": "Form ADV",
    "as_of": "2026-10-01",
    "iapd_url": "https://adviserinfo.sec.gov/firm/summary/285676",
    "operator": "BH Monitor Services, LLC",
    "license": "https://creativecommons.org/licenses/by/4.0/",
    "credit": "AdvisorCensus (advisorcensus.com), from SEC Form ADV data"
  }
}