# David Barson > David Barson is a fee-only financial advisor at Barson Financial Planning in San Mateo, California, who holds the CFP and MBA credentials. David charges a percentage of assets and a one-time planning fee (one-time plans from $1,000 and 1% a year on the first tier of assets managed). Page: https://find.wellspent.co/advisors/david-barson/ Built from public directory listings; last checked April 21, 2026. ## Facts - **Firm:** Barson Financial Planning - **Based in:** San Mateo, California - **Fee model:** Percentage of assets; One-time planning fee - **Fees (firm's website):** one-time plans from $1,000; 1% a year on the first tier of assets managed; no asset minimum - **Works virtually:** Yes (firm's website) - **Assets under management (firm):** $47.8M across 94 accounts - **Credentials:** CFP, MBA - **Works with:** Pre-retirees - **CRD:** 5503509 (https://adviserinfo.sec.gov/individual/summary/5503509) - **SEC registration:** Investment adviser representative in CA - **Exams passed:** Series 65 (2008) - **Firm size:** 1 employee - **Disclosures:** None reported - **Website:** http://barsonfp.com ## Frequently asked questions ### Is David Barson a fee-only financial advisor? Yes. David Barson is listed in the NAPFA directory (NAPFA admits only fee-only advisors) and the XY Planning Network directory (XYPN members are fee-only). 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 a percentage of assets and a one-time planning fee. ### How much does David charge? According to Barson Financial Planning's website, checked October 28, 2026: one-time plans from $1,000; 1% a year on the first tier of assets managed; no asset minimum. ### Does David work with clients virtually? Yes. Barson Financial Planning says on its website that it works with clients remotely. ### Where is David Barson based? David Barson is based in San Mateo, California. ### What credentials does David Barson hold? David Barson holds the CFP and MBA credentials. ### Is David Barson registered with the SEC? Yes. David Barson is registered as an investment adviser representative in CA (CRD 5503509), per SEC Investment Adviser Public Disclosure data as of October 27, 2026. ### How much does Barson Financial Planning manage? Barson Financial Planning reports $47.8M across 94 accounts in assets under management. ### How do I contact David Barson? Through David's website, barsonfp.com. ## Sources - NAPFA directory listing (https://www.napfa.org/find-an-advisor/firm/39287): NAPFA admits only fee-only advisors - XY Planning Network directory listing: XYPN members are fee-only - SEC Investment Adviser Public Disclosure and Form ADV: registration, exams, and firm facts, data as of October 27, 2026 - The firm's website (https://www.barsonfp.com/): specialties, clients served, and fees, checked October 28, 2026 --- Source: Wellspent, the public graph of fee-only advisors (https://find.wellspent.co). No paid placement.