A complete list of active advisors currently associated with Burkett Financial Services, LLC

Warmer can help you find a great advisor at Burkett Financial Services, LLC or one who fits your needs even better.

Burkett Financial Services, LLC advises individuals, high‑net‑worth clients, trusts, estates and retirement plans, managing roughly $573 million across about 476 client relationships. The firm provides written and ongoing financial planning, discretionary and non‑discretionary portfolio management, and retirement plan consulting and fiduciary services (including ERISA 3(21) and 3(38) roles), generally charging percentage‑of‑AUM fees. Portfolios are built primarily with mutual funds, ETFs and fixed income instruments according to a client‑specific Investment Plan developed at onboarding, and accounts are reviewed at least annually by a five‑advisor investment committee. The firm’s stated strategies include both long‑ and short‑term purchases and may incorporate margin/borrowing in separately managed accounts when implementing investment decisions, and custody and execution are typically arranged through an institutional Schwab platform. A distinctive feature is the firm’s close affiliation with Burkett Burkett & Burkett CPAs: several principals are shareholders of the accounting firm and multiple advisers hold CPA and CFP credentials, which the brochure notes can lead to shared information and integrated tax‑planning support. Compared with many team advisors, Burkett also emphasizes retirement plan services with model portfolio options and discretionary ERISA management, aligning its wealth management work with institutional plan governance.

To learn more about the advisors currently working at Burkett Financial Services, LLC, 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.