RIA Intel›Advisers›California›BARSON FINANCIAL PLANNING, LLC

BARSON FINANCIAL PLANNING, LLC

Advisory

CA

Data as of Aug 15, 2026 · Source: SEC Form ADV

Rank in CA

#3,506

of 5,480 advisers by AUM

Average account

$508K

across 94 accounts

AUM per adviser

$48M

1 advisers

Source: SEC Form ADV. Figures as filed Aug 15, 2026.

Total AUM

$48M

1-Year AUM Growth

—

3-Year CAGR

—

Employees

1

Assets Under Management

Total AUM$48M

Discretionary AUM$48M

Non-Discretionary AUM$6K

Discretionary %100%

Total Clients40

Team

Total Employees1

Investment Advisers1

Employee Growth (1Y)—

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureLimited Liability Company

Fiscal Year EndDecember

Operates InCA

Succession Risk

The underlying score, the five pillar breakdown, and the filing events behind it.

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Peer Benchmarking

The full peer set, and this firm's standing across AUM growth, efficiency, team size and 16 other metrics.

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Owners & Officers

Names, titles, ownership bands and control-person status for each.

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Client Demographics

40 clients

29 high-net-worth

The full client-type breakdown and the share of AUM each category represents.

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Closest by assets under management. All figures from Form ADV.

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MULLEN ADVISORY, INC.

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