Barson Financial Planning
Firm details
- Headquarters
- ,
- CRD number
- 287612
- Website
- www.barsonfp.com
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Fixed Fees
- Client types
- HNWI89.39%
- Individuals10.61%
- Services
- Financial PlanningPortfolio Management for IndividualsSelection of Other Advisers
Firm profile
FINTRXOverview
Barson Financial Planning is an independent, owner-operated RIA set up as an LLC that serves individual and family clients. The firm bills clients using a percentage-of-assets model and fixed fees and offers financial planning, portfolio management for individuals and small businesses, and selection of other advisers. The firm identifies itself as a capital allocator, indicating it places client assets with outside managers when appropriate. It does not describe itself as an active ESG investor and appears to operate within a single state.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Public Funds/Mutual Funds90%
- Exchange Traded Equities5%
- Cash & Cash Equivalents5%
Contacts
1 of 1
David Barson
PresidentCRD 5503509
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
, null
Location
, null
Headquartered in , null.
- Office locations
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