A complete list of active advisors currently associated with Barnett Financial Planning

Warmer can help you find a great advisor at Barnett Financial Planning or one who fits your needs even better.

Barnett Financial Planning serves individuals and families across a broad range of income and asset sizes, delivering financial planning and investment advisory services through hourly consultations, project-based engagements, and an ongoing retainer option. The firm provides written financial plans, investment policy recommendations, portfolio advice for individual investors, and occasional group educational workshops. The firm follows a fundamental, long-term buy-and-hold approach that emphasizes strategic asset allocation and primarily uses low-cost, no-load index investments, with periodic rebalancing to maintain target allocations. It generally manages client accounts on a non-discretionary basis—trades are not initiated without client approval—and does not take custody of client assets. Notable distinctions include its solo-practitioner structure and fee-only model, offering uncommon billing formats for the category (hourly, project, and flat retainer) rather than commission- or performance-based compensation. The firm also documents planning with tools such as Monte Carlo analysis, makes referrals to other advisers without receiving referral fees, and does not act as a private-fund adviser.

To learn more about the advisors currently working at Barnett Financial Planning, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.

Name	Location	Years of experience
David Barnett	Tustin, CA	2

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