Barbara Wright
VAN Strum & Towne · San Francisco, California
Barbara Wright is a fee-only financial advisor at VAN Strum & Towne in San Francisco, California, who holds the CFA credential. VAN Strum & Towne reports charging a percentage of assets and fixed fees on its Form ADV.
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Facts
| Firm | VAN Strum & Towne |
|---|---|
| Based in | San Francisco, California |
| Fee model (firm's Form ADV) | Percentage of assets · Fixed fees |
| Assets under management | $483.0M across 271 accounts |
| Credentials | CFA |
| SEC registration | Investment adviser representative in CA, TX · CRD 4329799 |
| Exams passed | Series 65 (2001) |
| Firm size | 6 employees |
| Disclosures | None reported |
| Website | www.vanstrum.com |
How Barbara's firm compares
- VAN Strum & Towne's average account is about $1.8 million, from its Form ADV (assets managed divided by 271 accounts).
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Questions about Barbara
Is Barbara Wright a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Barbara holds no broker registration, and VAN Strum & Towne reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Barbara charge for financial advice?
Barbara's firm, VAN Strum & Towne, reports charging a percentage of assets and fixed fees on its SEC Form ADV.
Where is Barbara Wright based?
Barbara Wright is based in San Francisco, California.
What credentials does Barbara Wright hold?
Barbara Wright holds the CFA credential.
Is Barbara Wright registered with the SEC?
Yes. Barbara Wright is registered as an investment adviser representative in CA and TX (CRD 4329799), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does VAN Strum & Towne manage?
VAN Strum & Towne reports $483.0M across 271 accounts in assets under management.
How do I contact Barbara Wright?
Through Barbara's website, www.vanstrum.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Other fee-only advisors in San Francisco
Where this information comes from
- SEC adviser records : the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
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