David Barnett
Barnett Financial Planning · Riverside, California
David Barnett is a fee-only financial advisor at Barnett Financial Planning in Riverside, California, who holds the CFP credential. David charges hourly fees, a one-time planning fee and an ongoing planning fee (ongoing planning from $3,500 a year and one-time plans from $3,500) and focuses on retirement planning.
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Specialties
Who they serve
- Early-career professionals
- Retirees
Facts
| Firm | Barnett Financial Planning |
|---|---|
| Based in | Riverside, California |
| Fee model | Hourly · One-time planning fee · Ongoing planning fee |
| Fees (firm's website) | Ongoing planning from $3,500 a year · One-time plans from $3,500 |
| Assets under management | $66.7M across 154 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in CA · CRD 5412908 |
| Firm size | 1 employee |
| Disclosures | None reported |
| Website | barnettfinancialplanning.com |
How David's firm compares
- Ongoing planning starts at $3,500 a year, below the California median of $6,000 for fee-only firms that publish prices.
- A one-time plan starts at $3,500, above the California median of $2,500 for fee-only firms that publish prices.
- Barnett Financial Planning's average account is about $433,000, from its Form ADV (assets managed divided by 154 accounts).
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Questions about David
Is David Barnett a fee-only financial advisor?
Yes. David Barnett is listed in the NAPFA directory (NAPFA admits only fee-only advisors). SEC records as of October 27, 2026 show no broker registration and no commission compensation reported by David's firm.
How does David charge for financial advice?
David charges hourly fees, a one-time planning fee and an ongoing planning fee.
How much does David charge?
According to Barnett Financial Planning's website, checked October 28, 2026: ongoing planning from $3,500 a year; one-time plans from $3,500.
Where is David Barnett based?
David Barnett is based in Riverside, California.
What does David specialize in?
David's specialties include retirement planning. David works with early-career professionals and retirees.
What credentials does David Barnett hold?
David Barnett holds the CFP credential.
Is David Barnett registered with the SEC?
Yes. David Barnett is registered as an investment adviser representative in CA (CRD 5412908), per SEC Investment Adviser Public Disclosure data as of October 27, 2026.
How much does Barnett Financial Planning manage?
Barnett Financial Planning reports $66.7M across 154 accounts in assets under management.
How do I contact David Barnett?
Through David's website, barnettfinancialplanning.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- NAPFA directory listing : NAPFA admits only fee-only advisors
- Barnett Financial Planning website : specialties, clients served, and fees, checked October 28, 2026
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 27, 2026
- Directory listing last checked April 21, 2026.
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