How does the advisor help clients – Key Takeaways:
Burkett Financial Services, LLC is dedicated to providing comprehensive financial advice to clients. Their team of experts uses a holistic approach to help clients achieve their financial goals and build a secure future for themselves and their families.
Facts and Insights
Burkett Financial Services, LLC was founded in 2005 and serves clients nationwide. The firm has over $500 million in assets under management and is comprised of a team of experienced financial advisors who are committed to delivering personalized and strategic financial solutions.
The firm’s mission is to empower clients to make informed financial decisions, providing them with valuable insights and education on various financial matters such as retirement planning, investment strategies, and risk management.
Assets Under Management, Number of Advisors and Time in Business:
| Assets Under Management: | $500 million+ |
|---|---|
| Number of Advisors: | 30+ |
| Time in Business: | Since 2005 |
Financial Services Offered
At Burkett Financial Services, LLC, clients can expect a wide range of financial services to address their unique needs and goals. These services include:
- Retirement planning
- Investment management
- Insurance planning
- Estate planning
- Tax planning
- Education planning
Client Types
The team at Burkett Financial Services, LLC works with a diverse range of clients, including individuals, families, and businesses. They also specialize in providing financial advice to high net worth individuals who require more complex and specialized financial solutions.
Fees & Compensation
Burkett Financial Services, LLC follows a transparent fee structure and does not charge any commissions. They offer fee-only services, which means their compensation is solely based on the assets they manage for their clients. This ensures that clients’ interests are always aligned with the firm’s, promoting a strong and trustworthy client-advisor relationship.
Background
The founder of Burkett Financial Services, LLC, John Burkett, has over 30 years of experience in the financial services industry. He has built a team of skilled and knowledgeable professionals who share his passion for helping clients achieve financial success. The firm’s commitment to always acting in the client’s best interest has earned them a strong reputation in the industry.
Financial Advisor Disclosures to Know
As a registered investment advisor, Burkett Financial Services, LLC is held to a fiduciary standard, meaning they are legally obligated to act in their clients’ best interest at all times. This requires them to disclose any potential conflicts of interest and provide full transparency in their financial recommendations. Additionally, the firm has a clean disciplinary record with no legal or regulatory actions against them.