Barson Financial Planning

Overview

Barson Financial Planning is an independent registered investment adviser structured as an LLC and run by an individual owner. The firm focuses on individual and family clients, delivering comprehensive financial planning alongside portfolio management for individuals and small businesses. Its business model mixes percentage-of-AUM billing with fixed fees, and it acts as a capital allocator and selector of third-party advisers when appropriate. Investment activity is concentrated through publicly available pooled vehicles rather than direct, concentrated equity bets. The ADV shows a strong preference for public funds and mutual funds as the primary building blocks of client portfolios. Barson Financial Planning does not identify itself as an active ESG investor and is not registered as a multi-state adviser.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices