Barson Financial Planning
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$47,790,939
Clients
40
73% high-net worth
Advisors
1
of 1 employees
Firm type
Independent
1 advisor
Fewer clients per advisor generally means more personalized, proactive service. Higher ratios may reflect streamlined models or lower minimums.
Clients per advisor
40
HighAverage account size
$1,194,773
About
Barson Financial Planning provides investment management and comprehensive financial planning to individuals (including high-net-worth clients), profit-sharing plans, charitable organizations, and businesses. The firm reports managing roughly $47.8 million across about 40 client relationships and delivers written financial plans and ongoing portfolio supervision.
The firm primarily constructs passive, low‑cost portfolios using index mutual funds and ETFs, but also employs fundamental, technical, cyclical, and charting analyses when performing investment analysis as part of its planning process. Barson Financial Planning assists clients in developing investment policy statements, recommends and onboards third‑party outside managers, and monitors those managers’ holdings and strategies (currently MTG, LLC dba Betterment Securities).
Distinctive features include the combination of a predominantly passive asset‑construction approach with the use of technical/cyclical methods and the formal outsourcing of portfolio management to an automated outside manager, a mix that is less common among peers. The firm executes client trades on an individual basis rather than using aggregated block trading, and the principal holds CFP certification and an insurance license (the brochure discloses the license is not used for product sales).
Client services
Financial planning
Portfolio management
Selection of other advisers
Expertise
Cash flow / budgeting
Debt management
College savings (529s, UTMA, etc.)
General estate planning guidance
Retirement income strategy
Fee options
One-time financial planning fee ranging from $500 to $5,000; ongoing financial planning fees of $100 to $1,000 per period (monthly, quarterly or semi-annually)
$0 - $500,000: 1.00% $500,000 - $1,000,000: 0.90% $1,000,000 - $3,000,000: 0.80% $3,000,001+: 0.60%
Main office location
Barson Financial Planning
San Mateo CA, United States
Number of offices
1
Most active in
Barson Financial Planning has reported serving >5 clients in these states in the last 12 months.
California
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
Quick links
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