David Barson
Barson Financial Planning · San Mateo, California
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).
Request an introduction to David →
Who they serve
- Pre-retirees
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 |
| Assets under management | $47.8M across 94 accounts |
| Credentials | CFP · MBA |
| SEC registration | Investment adviser representative in CA · CRD 5503509 |
| Exams passed | Series 65 (2008) |
| Firm size | 1 employee |
| Disclosures | None reported |
| Website | barsonfp.com |
| Profile |
How David's firm compares
- A one-time plan starts at $1,000, below the California median of $2,500 for fee-only firms that publish prices.
- Barson Financial Planning's average account is about $508,000, from its Form ADV (assets managed divided by 94 accounts).
Request an introduction to David
Tell David a little about what you're looking for. David isn't on Wellspent yet, so we'll let them know you're looking for help and pass your message on when they join. No cost, no obligation.
Questions about David
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.
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
- XY Planning Network directory listing : XYPN members are fee-only
- Barson 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.
See something wrong? Request a correction. Read our methodology.