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- Custodian
- Betterment ยท Charles Schwab & Company
- Clients
- Retail
- Platforms
- Available in AdvizorPro
- Established Date
- 03-10-2017
- Office Locations
- 1
Office Locations
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.
Reported data analysis
What the numbers show
Of the latest reported AUM, 100.0% is discretionary and 0.0% is non-discretionary.
The firm reports 1 advisory representatives and 52 clients, or 52 clients per representative. That equates to $919.1K in reported AUM per client.
The profile lists 1 reported office location and 9 years in operation. The source data was last updated on August 15, 2026. Figures reflect reported regulatory data and may not include subsequent changes.
Team overview
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Available data coverage
- Asset Classes
- Custodian
- Investment Themes
- Investment Vehicles
- Services
- Technology
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Owner & Executives
DAVID BARSON
Chief Compliance Officer, President
- CRD
- #5503509
- Ownership
- 75% or more
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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
SMA allocation detail is available
Barson Financial Planning has reported separately managed account data across 3 asset classes. AdvizorPro provides the associated asset values, allocation percentages, and exportable breakdown.