# Barson Financial Planning

> Barson Financial Planning is a state-registered investment advisory firm, registered since 2017, reporting $25 million to $100 million in regulatory assets under management in its Form ADV filing dated August 15, 2026.

- CRD: 287612
- Filed as: BARSON FINANCIAL PLANNING
- Legal name: Barson Financial Planning, LLC
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Registered in California
- Filing period: October 2026
- Form ADV filing dated: August 15, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/287612
- AdvisorCensus page: https://advisorcensus.com/firm/barson-financial-planning-287612

## Quick answers

**How is Barson Financial Planning compensated?**
On its Form ADV (Item 5.E, October 2026), Barson Financial Planning reports these compensation arrangements: a percentage of assets under its management; fixed fees (other than subscription fees). The amounts are in Item 5 of its Form ADV Part 2A brochure.

**Is Barson Financial Planning registered with the SEC or a state?**
Barson Financial Planning is a state-registered investment advisory firm, registered since 2017. Status as filed: APPROVED. CRD 287612.

**How much does Barson Financial Planning manage?**
Barson Financial Planning reports $47,790,939 in regulatory assets under management in its Form ADV filing dated August 15, 2026 (100% discretionary).

**What types of clients does Barson Financial Planning serve?**
By number of clients on Form ADV Item 5.D: high net worth individuals (29); individuals (other than high net worth individuals) (11).

**Does Barson Financial Planning report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's public record on IAPD: https://adviserinfo.sec.gov/firm/summary/287612

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Fixed fees (other than subscription fees)

### Regulatory assets under management (Item 5.F)
- Total: $47,790,939
- Discretionary: $47,785,355
- Non-discretionary: $5,584

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 11 | $5,072,022 |
| High net worth individuals | 29 | $42,718,917 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)

### Firm details
- Registered since: 2017 (9 years)
- Employees: 1 total, 1 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: CA
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- barsonfp.com
- Facebook @BARSON-FINANCIAL-PLANNING-929463460551337
- LinkedIn @barsonfinancialplanning
- LinkedIn @davidbarsoncfp
- X @dbarson15

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Barson Financial Planning (CRD 287612): Form ADV filing data as of October 2026.