Burne Financial Concepts, LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Burne Financial Concepts is a small SEC-registered independent advisory firm managing about $113.7 million for roughly 144 clients. It provides discretionary investment management, financial planning, and retirement plan advisory services to individuals, high-net-worth clients, charitable organizations and pension/profit-sharing plans.
The firm builds customized, primarily long‑term portfolios that rely on low‑cost diversified mutual funds and ETFs and may include individual stocks or bonds and retained legacy positions for tax or fit reasons. Investment selection blends fundamental analysis with technical, cyclical and charting approaches, and accounts are monitored continuously with formal reviews at least annually.
Distinctive features include serving charitable organizations and acting as an ERISA 3(38) fiduciary for retirement plans—roles that are uncommon among peer solo advisers—and offering plan-level services such as performance reporting and participant enrollment and education tracking. The firm’s principal also maintains a separate LLC that holds investment real estate, an outside business activity disclosed in the brochure.
Client services
Expertise
Fee options
$0 - $250,000: 1.50% $250,001 - $500,000: 0.85% $500,001 - $1,000,000: 0.75% $1,000,001 - $2,500,000: 0.65% $2,500,001 - $5,000,000: 0.55% Over $5,000,000+: 0.50%
Financial planning services at $200 to $350 per hour.
Fee-only: Financial planning services on an hourly basis ranging from $200 to $350 per hour, fees negotiable based on complexity and relationship.
Main office
51 Depot Street, Suite 105 B
Watertown CT 06795
Advisors at this office
1
Most active in
Connecticut · Florida · Louisiana · Massachusetts · Texas
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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