A complete list of active advisors currently associated with Burns Financial Advisors, Inc.
Warmer can help you find a great advisor at Burns Financial Advisors, Inc. or one who fits your needs even better.
Burns Financial Advisors, Inc. is a small, independent advisory firm managing about $9.4 million for roughly 98 clients, primarily individuals, trusts, estates and some charitable organizations. The firm provides portfolio management through separately managed accounts and offers financial consulting and advice on a wide range of securities and products, including stocks, bonds, mutual funds, ETFs, unit investment trusts, annuities, variable life insurance and employer‑sponsored retirement plans. The firm customizes portfolios by assessing clients’ risk tolerance, age, investment experience and income needs, and it continuously monitors accounts with at least annual client contact; accounts may be managed on a discretionary basis when authorized. Investment decisions draw on technical, fundamental and cyclical analysis supplemented by outside research vendors, and the firm directs most trading through an affiliated broker‑dealer while using Charles Schwab for certain accounts; it primarily uses percentage‑of‑AUM billing but maintains negotiated, performance‑based fee arrangements for a small number of qualified clients. Notable distinctions include the firm’s affiliation as a registered representative of a broker‑dealer that directs most trade execution and receives commissions and 12b‑1 payments, some of which may be paid to the firm’s owner — a relationship disclosed in the brochure and a potential source of conflicts of interest. The firm also engages in separate tax return preparation and discloses prior regulatory and arbitration matters, including a FINRA proceeding that resulted in restitution and a fine related to unit investment trust sales charges and a settled arbitration claim, information that prospective clients may wish to consider.
To learn more about the advisors currently working at Burns Financial Advisors, Inc., 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.
Name |
Location |
Years of experience |
|---|---|---|
Independence, OH
| 42
|
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