”
How does the advisor help clients – Key Takeaways:
Burns Financial Advisors, Inc. is a leading financial firm that provides expert advice and guidance to clients seeking to grow and manage their wealth. The firm is dedicated to helping clients achieve their financial goals, whether it is saving for retirement, planning for their children’s education, or building a diverse investment portfolio.
Their team of experienced financial advisors works closely with each client to create a personalized financial plan that is tailored to their specific needs and objectives. Through a comprehensive approach and a deep understanding of the financial market, Burns Financial Advisors, Inc. helps clients make informed decisions when it comes to their money.
Facts and Insights
Founded in 2005, Burns Financial Advisors, Inc. has established itself as a reputable and trustworthy financial advisor. With over 15 years of experience, the firm has built a strong reputation for delivering exceptional financial services and has helped countless clients achieve their financial goals.
As of December 2020, the firm has over $1.2 billion in assets under management and a team of 12 dedicated financial advisors. Burns Financial Advisors, Inc. serves clients across the United States and has offices in New York, California, and Texas.
Assets Under Management, Number of Advisors and Time in Business:
| As of December 2020 | |
|---|---|
| Assets Under Management | $1.2 billion |
| Number of Advisors | 12 |
| Time in Business | 15 years |
Financial Services Offered
Burns Financial Advisors, Inc. offers a wide range of financial services to meet the diverse needs of their clients. These services include investment management, retirement planning, estate planning, tax planning, and risk management.
The firm’s investment management services involve creating and maintaining diversified investment portfolios to help clients achieve their long-term financial goals. Retirement planning services help clients plan for a comfortable and financially secure retirement, while estate planning services assist in protecting and transferring assets to future generations.
Burns Financial Advisors, Inc. also provides tax planning services to help clients minimize their tax liability and maximize their savings, and risk management services to help clients protect their assets from unforeseen events.
Client Types
Burns Financial Advisors, Inc. serves a diverse range of clients, including individuals, families, and small business owners. Their services are suitable for clients at all stages of their financial journey, from young professionals just starting to build their wealth to retirees looking to preserve and grow their assets.
Fees & Compensation
Burns Financial Advisors, Inc. operates on a fee-only basis, meaning that their only source of compensation is the fees paid by their clients. This fee structure ensures that the firm’s financial advisors act in the best interest of their clients and avoids any potential conflicts of interest.
The firm’s fees are based on a percentage of the assets under management, with varying rates depending on the size of the portfolio and the services provided. Burns Financial Advisors, Inc. believes in transparency and will always disclose all fees and costs involved before any service is rendered.
Background
Burns Financial Advisors, Inc. was founded by John Burns, a highly experienced and knowledgeable financial advisor with over 30 years of experience in the industry. Burns holds a Bachelor’s degree in Finance and Economics from a top university and has been recognized as one of the top financial advisors in the country by several major publications.
Under Burns’ leadership, the firm has built a strong team of financial advisors with diverse backgrounds and expertise. The team is passionate about providing personalized and comprehensive financial services to help clients achieve their financial goals.
Financial Advisor Disclosures to Know
As a registered investment advisor, Burns Financial Advisors, Inc. is regulated by the Securities and Exchange Commission and is held to the highest standard of ethics and professionalism. The firm is required to disclose any potential conflicts of interest or disciplinary actions against its financial advisors.
Before entering into any business relationship, clients are encouraged to carefully review the firm’s Form ADV, which can be found on the SEC’s website or requested directly from Burns Financial Advisors, Inc. Additionally, the firm is committed to regularly communicating with its clients