Barson Financial Planning
Barson Financial Planning (CRD# 287612) is a financial advisory firm headquartered in , . They manage $29,095,120 in 85 accounts and serve the financial needs of clients across 1 states (or territories).
Current Firm Details
Barson Financial Planning
By the Numbers
-
Total Assets Under Management29MILLION
-
Total Number of Accounts85ACCOUNTS
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Average Account Value$342,296
Compensation Options
- A percentage of assets under your management
- 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)
- Other
Types of Clients
Registered States
Registered Investment Advisor
The map below shows states where this firm has explicit registration only.
CA
Financial Advisors at Barson Financial Planning
1
David Barson (CRD# 5503509) is an Investment Advisor Representative working at Barson Financial Planning in San Mateo, CA and has over 16 years of experience in the finance industry.
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