Barson Financial Planning is a registered investment advisor founded in 2017 and based in San Mateo, California. The firm manages investment portfolios and offers comprehensive financial planning services tailored to each client's specific needs, risk tolerance, and time horizon. Barson Financial Planning primarily uses passive investment strategies through index mutual funds and exchange-traded funds to build diversified portfolios. In addition to direct portfolio management, the firm offers investment advisory services using third-party money managers. Clients also have access to comprehensive financial planning covering areas such as retirement planning, cash flow and debt management, college savings, employee benefits optimization, estate planning, insurance review, risk management, and tax planning strategies. The firm operates under a legal obligation to act in your best interest when providing investment advice.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.00% |
| $500K - $1.0M | 0.90% |
| $1.0M - $3.0M | 0.80% |
| $3M+ | 0.60% |
Fees are negotiable. The firm also offers services through third-party managers with separate fee schedules.
