Barnett Financial Planning

Barnett Financial Planning (CRD# 144590) is a financial advisory firm headquartered in Tustin, CA. They manage $48,453,369 in 110 accounts and serve the financial needs of clients across 1 states (or territories).

Current Firm Details
1442 Irvine Blvd., #212, Tustin, CA 92780
https://barnettfinancialplanning.com
By the Numbers
  • Total Assets Under Management
    48
    MILLION
  • Total Number of Accounts
    110
    ACCOUNTS
  • Average Account Value
    $440,485
Compensation Options
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

CA

Financial Advisors at Barnett Financial Planning
Showing 1 - 1 of 1 top financial advisors.
1
David Barnett, financial advisor Tustin CA
David I. Barnett
CRD#: 5412908
1442 Irvine Blvd., #212, Tustin, CA 92780

David Barnett (CRD# 5412908) is an Investment Advisor Representative working at Barnett Financial Planning in Tustin, CA and has 1 year of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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