Barnett Financial Planning fees and pricing
Financial planner in Tustin, California. Registered with state securities regulators.
According to its Form ADV Part 2A brochure dated March 19, 2026, Barnett Financial Planning charges $300 an hour and a flat or project fee of $3,500 for financial planning.
Published fees
Quoted from the firm's Form ADV Part 2A brochure, filed March 19, 2026. Fees can change, so confirm with the firm before you hire them.
- Hourly rate
- $300/hr
“The hourly rate is $300 with a three-hour minimum.”
- Flat or project fee
- $3,500
“The fee for a written financial plan which includes investment analysis and recommendations, and retirement planning including a Monte Carlo analysis is $4,000.00, of which $500 is to be paid as a non-refundable deposit to start the project, with the remaining $3,500.00 to be paid on delivery of the written plan.”
Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)
How Barnett Financial Planning bills
Payment and refund terms, quoted from the fee section of the brochure.
- “The rate may be negotiable at the sole discretion of the advisor.”
- “Projects spanning more than three months will be billed quarterly.”
- “Fees are not collected for services to be provided more than six months in advance.”
How Barnett Financial Planning’s fees compare
- Its hourly rate of $300 matches the California median of $300. 41% of the 932 other California planners that publish an hourly rate charge less.
- 1 of the 2 other planners in Tustin that publish an hourly rate charge less.
- Its flat or project fee of $3,500 is below the California median of $5,000. 39% of the 796 other California planners that publish a flat or project fee charge less.
- 2 of the 2 other planners in Tustin that publish a flat or project fee charge less.
- It doesn't charge a percentage of the assets it manages, so its fee won't grow with your portfolio.
About Barnett Financial Planning
“Barnett Financial Planning provides hourly, as-needed, or ongoing financial planning and investment advisory services to individuals and families from all walks of life.”
- Solo practice: one person runs the firm, so you work directly with the planner.
- Credentials named in the brochure: CFP®.
- Registered as an adviser: 2007 (19 years).
Planning areas mentioned in the brochure
- Retirement planning
- Tax planning
- Estate planning
- College planning
- Cash flow and budgeting
Firm details from Form ADV
- How the firm is paid
- Hourly fees, fixed or flat fees
- Charges a % of assets
- No
- Clients
- 41
- Employees
- 1
- Works with
- Individuals and high net worth individuals
- Services reported to regulators
- Financial planning, portfolio management for individuals and small businesses, and selecting other advisers
- Assets managed
- $66,702,019
- Registered with
- State securities regulators
- Disciplinary disclosures
- None reported
- SEC CRD number
- 144590
- Phone
- (714) 731-6300
Other planners in Tustin that publish fees
- Edward Haro Financial, LLCTustin$200/hr, $500-$5,000
- Financial Advisors Network, Inc.Tustin$350/hr, $1,250-$3,500
- Ikigai PlanningTustin$3,000-$20,000/yr
- 10/28 Wealth Management LLCOceanside$300/hr, $500-$10,000
- 360DividendsGranite Bay$300/hr, $2,500-$10,000
- 3D Holistic WealthIrvine$300/hr, $1,500-$10,000
Is something on this page wrong or out of date? Email corrections@plannerfees.com and PlannerFees will check it against the firm's latest filing.