Barson Financial Planning fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed January 2, 2026. Fees can change, so confirm with the firm before you hire them.

Flat or project fee

$500⁠-⁠$5,000

“Comprehensive Financial Planning consists of a one-time charge in the range of $500-$5,000 and an 8 ongoing fee that is paid monthly, quarterly or semi-annually in advance, at the rate of $100-1000 per period.”

Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)

How Barson Financial Planning bills

Payment and refund terms, quoted from the fee section of the brochure.

• “Advisory fees are directly debited from client accounts, or the client may choose to pay by check.”
• “Since fees are paid in arrears, no rebate will be needed upon termination of the account.”
• “Accounts initiated or terminated during a calendar quarter will be charged a prorated fee based on the amount of time remaining in the billing period.”

How Barson Financial Planning’s fees compare

• Its flat or project fee of $500-$5,000 is below the California median of $5,000. 28% of the 796 other California planners that publish a flat or project fee charge less.
• 4 of the 10 other planners in San Mateo that publish a flat or project fee charge less.

About Barson Financial Planning

• Principal: David Barson
• Solo practice: one person runs the firm, so you work directly with the planner.
• Credentials named in the brochure: CFP®.
• Registered as an adviser: 2017 (9 years).

Firm details from Form ADV

How the firm is paid

Fixed or flat fees, percentage of assets under management

Charges a % of assets

Yes

Highest asset based fee in brochure

3% a year

Clients

40

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

$47,790,939

Registered with

State securities regulators

Disciplinary disclosures

None reported

SEC CRD number

287612

Website

barsonfp.com (opens in new tab)

Phone

(650) 245-7382

Other planners in San Mateo that publish fees

• Balopole Investment Management CorporationSan Mateo$150/hr
• Banyan Lake Capital LLCSan Mateo$225/hr
• Bixy Wealth LLCSan Mateo$250/hr, $1,000⁠-⁠$10,000
• Bucher Wealth AdvisorsSan Mateo$2,500
• Caregen Wealth ManagementSan Mateo$450/hr, $900⁠-⁠$10,000/qtr
• Chen Financial Group, LLCSan Mateo$300⁠-⁠$500/hr, $4,500⁠-⁠$15,000

Compare all 22 planners in San Mateo