Firm
Barnett Financial Planning
Riverside, California
Fee-only
Barnett Financial Planning at a glance
- One of 1,191 fee-only firms based in California in the Wellspent graph.
- 1 advisor is listed here, who holds the CFP.
- Its Form ADV reports 1 employee and 41 individual clients, 27 of them high net worth.
- Its average account is about $433,000 (assets it manages divided by its 154 accounts).
- Its ongoing planning fee starts at $3,500 a year, below the California median of $6,000.
Fee-only advisors in California · What fee-only advisors charge in California
Facts
| Based in | Riverside, California |
|---|---|
| Website | barnettfinancialplanning.com |
| [email protected] | |
| Phone | (714) 420-7225 |
Barnett Financial Planning fees
What the firm's own website says it charges, checked October 28, 2026. We keep a price only when the exact words stating it appear on the page.
| Ongoing planning | From $3,500 a year |
|---|---|
| One-time plan | From $3,500 |
| How it charges | Hourly · One-time plans or projects · Ongoing planning fee |
In the firm's words
"Less than $500,000 – $3,500.00 annually (payable $875.00 quarterly)" source
"$3,500 – $4,500 LIMITED FINANCIAL PLAN" source
"$3,500 – $4,500 LIMITED FINANCIAL PLAN" source
"The Annual Retainer Plan offers the client a full year of ongoing financial planning and asset management services." source
For comparison, fee-only firms that publish prices charge a median of $4,500 a year for ongoing planning, $2,000 for a one-time plan, $300 an hour, or 1% of assets. See the fee report.
What its SEC filing says
| Paid by | Hourly · Fixed fees |
|---|---|
| Assets managed | $67 million |
| Individual clients | 14 |
| High-net-worth clients | 27 |
| Accounts managed | 154 |
| Employees | 1 |
| Planning clients | 11-25 |
| Financial planning | Offered |
| Form ADV filed | March 19, 2026 |
| SEC record | CRD 144590 |