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BARNETT FINANCIAL PLANNING
BARNETT, DAVID IRA
CRD 144590
1442 IRVINE BLVD., #212, TUSTIN, CA, 92780-3846, United States
Phone
714-731-6300
Fax
—
Registration
— (—)
Source
State registered
Total AUM
$66.7M
Discretionary AUM
$0
Team
1 total employees; 1 advisory reps; 18 broker-dealer reps
Clients
11-25
Fees
Hourly charges; Fixed fees
Org form
Sole Proprietorship
Filing date
2026-03-19
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Selection of other advisers
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 14 | $5.9M |
| High net worth individuals | 27 | $60.8M |
All web addresses on file
Official SEC filing: View on IAPD