BARNETT FINANCIAL PLANNING

BARNETT FINANCIAL PLANNING of TUSTIN, CA is an SEC-registered investment adviser (CRD 144590). Regulatory assets under management: $66.7M.

Registration

• CRD: 144590
• Type: Registered investment adviser
• Location: 1442 IRVINE BLVD., #212, TUSTIN, CA, 92780-3846
• Phone: 714-731-6300
• Latest filing: 2026-03-19
• Regulatory AUM: $66.7M
• Non-discretionary AUM: $66.7M
• Clients: 1
• Accounts: 154

Business model

Compensation: Hourly, Fixed.

Clients served: Individuals, High net worth, Charities.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 144590 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search