# BARSON FINANCIAL PLANNING

BARSON FINANCIAL PLANNING is an SEC-registered investment adviser.

## Registration

- CRD: 287612
- Type: SEC-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

## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/287612/brochure
- Similar advisers: https://search.stillhousedata.com/firm/287612/similar
- Related entities: https://search.stillhousedata.com/firm/287612/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/287612

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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.