BARSON FINANCIAL PLANNING

BARSON FINANCIAL PLANNING is an SEC-registered investment adviser (CRD 287612). Regulatory assets under management: $47.8M.

Registration

• CRD: 287612
• Type: Registered investment adviser
• Phone: 650-245-7382
• Latest filing: 2026-01-02
• Regulatory AUM: $47.8M
• Discretionary AUM: $47.8M
• Non-discretionary AUM: $6K
• Clients: 1
• Accounts: 94

Business model

Compensation: % of AUM, 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 287612 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search