# BARNETT FINANCIAL PLANNING

BARNETT FINANCIAL PLANNING of TUSTIN, CA is an SEC-registered investment adviser.

## Registration

- CRD: 144590
- Type: SEC-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

## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/144590/brochure
- Similar advisers: https://search.stillhousedata.com/firm/144590/similar
- Related entities: https://search.stillhousedata.com/firm/144590/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/144590

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Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.