$47.8M Total AUM
$47.8M Disc. AUM
-- 3Y CAGR
1 Employees
52 ADV. Clients
9 yrs Firm Age
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- Custodian
- Betterment ยท Charles Schwab & Company
- Clients
- Retail
- Platforms
- Wave deltaGlacier matrix +more
- Established Date
- 03-10-2017
- Office Locations
- 1
Office Locations
-- SAN Mateo CA
About Barson Financial Planning
Barson Financial Planning is a San Mateo, CA fee-only fiduciary firm providing financial planning and personalized portfolio management for individuals across all asset levels (no minimums). Planning covers investing, retirement, debt and college funding, with ongoing monitoring and adjustments. Portfolios are built on proven academic research rather than trends. Led by a CFP professional; featured on NBC Bay Area.
Team overview
52 AVG AGE
$47.8M AVG AUM / ADVISOR
$919.1K AVG AUM / CLIENT
9.3 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
9yrs Firm Age
Insights
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Asset Classes
Prime
Custodian
Glacier Quantum eagle
Investment Themes
Pathway Wave legacy Foundation
Investment Vehicles
Eagle Radial zenith
Services
Meridian beacon Peak atlas Harbor quantum Timber horizon Focus Vertex Catalyst optima Wave fusion
Technology
Zenith Bridge Vertex fusion
Owner & Executives
DAVID BARSON
Chief Compliance Officer, President
- CRD
- #5503509
- Ownership
- 75% or more
(330) 538-2432
pathway.atlas@unisoncapital.com
in linkedin.com/in/momentum-ridge
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $47,785,355 | -- |
| Non-Discretionary | $5,584 | -- |
| Total | $47,790,939 | -- |
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Separately Managed Accounts
Total SMA Asset: $47,790,939
Public Funds:
16.0% Cash:
66.1% Equity - Exchange:
17.9% | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $375,055,924 | 16.0% |
| Cash | $1,549,449,788 | 66.1% |
| Equity - Exchange | $419,593,816 | 17.9% |
| Total | $2,344,099,528 | 100.0% |