How does the advisor help clients – Key Takeaways:
Burkart Financial Group, Inc. (BFG) is a financial services firm founded by John Burkart, CFP®. They specialize in providing personalized financial planning and investment management services to individuals, families, and small business owners. BFG strives to create long-term relationships with their clients, helping them achieve their financial goals and secure their financial future.
BFG’s approach to financial advising is centered around their clients’ unique needs and circumstances. They understand that every individual has different goals, risk tolerances, and financial situations, which is why they tailor their services to each client.
Facts and Insights
Burkart Financial Group, Inc. was founded in 2005 and is headquartered in Denver, Colorado. Their team consists of highly experienced financial advisors who hold various industry certifications, including Certified Financial Planner (CFP®) and Chartered Retirement Planning Counselor (CRPC®).
Assets Under Management, Number of Advisors and Time in Business:
| Year Founded | Total Assets Under Management | Number of Advisors |
|---|---|---|
| 2005 | $100 million | 5 |
| 2006 | $150 million | 7 |
| 2007 | $180 million | 7 |
Financial Services Offered
Burkart Financial Group, Inc. offers a wide range of financial services to help their clients achieve their financial goals. These services include:
- Personalized Financial Planning
- Investment Management
- Retirement Planning
- Estate Planning
- Tax Planning and Preparation
- Insurance Planning
- Education Planning
Client Types
Burkart Financial Group, Inc. serves a diverse range of clients, including:
- Individuals and families
- Small business owners
- Retirees
- High-net-worth individuals
Fees & Compensation
Burkart Financial Group, Inc. operates on a fee-only basis, meaning they do not receive commissions or compensation from third parties. This ensures that their advice is unbiased and aligned with their clients’ best interests. BFG’s fees are based on a percentage of assets under management, with rates decreasing for larger portfolios. They also offer hourly and project-based financial planning services.
Background
John Burkart, CFP®, founded Burkart Financial Group, Inc. in 2005 with a vision to provide comprehensive financial planning and investment management services to individuals and families. John has over 20 years of experience in the financial industry and is dedicated to helping clients achieve their financial goals through a personalized and holistic approach.
Financial Advisor Disclosures to Know
As a member of the financial industry, Burkart Financial Group, Inc. is required to disclose any potential conflicts of interest or disciplinary events. BFG has a clean record with no disciplinary events reported.