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Barnett Financial Planning

Headquartered in TUSTIN, CA

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Firm Information

Barnett Financial Planning is an independent Registered Investment Advisor (RIA) with approximately $48.45 million in regulatory assets under management. The firm provides financial planning and portfolio management services to individuals and high-net-worth individuals. Barnett Financial Planning does not offer wrap fee programs.

Barnett Financial Planning

$48.45M

Assets Under Management

24

Total Clients

1

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

Branch Locations (1)

BARNETT FINANCIAL PLANNING has a total of 1 branch locations across the country.
location

TUSTIN, CA

Advisors at Barnett Financial Planning

View All 1 Advisors
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David I. Barnett

RA

TUSTIN, CA

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Disclosures

There are no public disclosures for Barnett Financial Planning.

Frequently Asked Questions (7)

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