Burns Matteson Capital Management, LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Burns Matteson Capital Management is a fee‑only, SEC‑registered advisory firm that serves individuals, high‑net‑worth families, retirement plans and charitable organizations with investment management, wealth management and financial planning services. The firm provides both discretionary and non‑discretionary portfolio management, stand‑alone financial plans and shorter hourly consultative engagements, and coordinates with outside professionals as a “financial quarterback” for clients who seek integrated advice.
The firm manages portfolios using a mix of no‑load and institutional mutual funds, separately managed accounts, ETFs, individual equities and fixed‑income securities, and supplements in‑house work with third‑party research and independent managers (including access via the SmartX platform). Burns Matteson treats cash as an asset class, conducts ongoing monitoring and reviews tied to client objectives, and may implement option contracts, structured notes or other tailored instruments as part of its investment process.
What distinguishes Burns Matteson from many peers is its documented use of derivatives and its acknowledgment that borrowing (margin or pledged‑asset loans) can be used in separately managed accounts; the brochure describes covered‑call writing, long put purchases and a proprietary combination stock/option strategy as hedging or income‑generation tools and notes the related implementation and conflict considerations. The firm also limits discretionary purchases of speculative exposures (such as direct cryptocurrency investments), requiring explicit client authorization for those allocations.
Client services
Expertise
Occupation focus
Fee options
Financial planning fixed fees from $5,000 to $8,000 depending on service scope; Traditional Financial Plan $8,000 first year; Specialized Financial Plan $5,000 first year; annual retainer fee $3,500 starting second year (optional)
$0 - $500,000: 1.50% annually (capped at $5,000 annually) $500,001 - $1,000,000: 1.00% $1,000,001 - $2,000,000: 0.80% $2,000,001 - $3,000,000: 0.60% $3,000,001 - $4,000,000: 0.50% $4,000,001 - $5,000,000: 0.40% $5,000,001+: 0.30%
$400 per hour
Annual retainer fee of $3,500 beginning in year two for financial planning clients (optional)
Account minimum: $2,000,000 Minimum fee: $4,500 minimum quarterly fee for certain accounts under $2 million Fee-only: Fee-only financial planning and investment advisory services; no commissions
Main office
See office42 E. Market St.
Corning NY 14830
Advisors at this office
5
Offices (2)
Most active in
Florida · Maryland · Nebraska · New Hampshire · New Jersey · New York · North Carolina · Pennsylvania · Texas · Virginia
Also doing business as
Burns Matterson Capital Management, LLC · Burns Matteson Capital Management · Burns Matteson Capital Management, LLC
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.
Quick links
Advisors at this firm
Christopher D
CFP®, Series 65
Corning, NY
Burns Matteson Capital Management, LLC
Christopher Davis is a CFP® and holds a Series 65 license, with 10 years of experience in the financial services industry. He has been with Burns Matteson Capital Management, LLC since 2015. Burns Matteson Capital Management serves individuals, high-net-worth families, charitable organizations, and retirement plans by providing discretionary and non-discretionary investment advisory services, wealth management, and financial planning. The firm’s investment approach includes allocations across equities, fixed income, and mutual funds or ETFs, with a notable use of derivatives and borrowing strategies uncommon among peer firms.
Kelley Z
Series 65
Corning, NY
Burns Matteson Capital Management, LLC
Kelley Zimmerman is a financial advisor at Burns Matteson Capital Management, LLC with 11 years of industry experience. She holds a Series 65 designation and has been with Burns Matteson since 2018. Burns Matteson Capital Management serves individuals, high-net-worth families, charitable organizations, and retirement plans by providing discretionary and non-discretionary investment advisory services, wealth management, and financial planning. The firm employs a diversified investment approach that includes individual equities, fixed income, mutual funds, ETFs, and option strategies, with a distinctive emphasis on derivatives and margin lending within separately managed accounts.
Eric S
Series 65
Corning, NY
Burns Matteson Capital Management, LLC
Eric Sweet is a financial advisor at Burns Matteson Capital Management, LLC in Corning, NY. He holds a Series 65 designation and has professional experience spanning roles at Burns Matteson Capital Management and Five Star Bank, as well as teaching positions at SUNY Brockport and local schools. Burns Matteson Capital Management serves individuals, high-net-worth families, charitable organizations, and retirement plans with investment advisory, wealth management, and financial planning services. The firm employs a diversified investment approach including equities, fixed income, mutual funds, ETFs, and derivatives, and offers specialized strategies such as option contracts and structured notes.
Nathan B
Series 65
Jamesville, NY
Burns Matteson Capital Management, LLC
Nathan Burns is a financial advisor at Burns Matteson Capital Management, LLC with three years of industry experience. He holds a Series 65 designation and has prior work experience at Special Metals New Hartford, Precision Castparts Corp, Northwestern Mutual, and FedEx Ground. Burns also attended Clarkson University from 2016 to 2020. Burns Matteson Capital Management is a fee-only, SEC-registered advisory firm that serves individuals, high-net-worth families, retirement plans, and charitable organizations. The firm offers discretionary and non-discretionary portfolio management, financial planning, and consultative services, employing a diverse investment approach that includes mutual funds, separately managed accounts, ETFs, and derivatives.
William B
CFP®, ChFC®, Series 63, Series 65
Corning, NY
Burns Matteson Capital Management, LLC
William Burns Jr. is a CFP® and ChFC® with 24 years of experience in financial advisory. He has been with Burns Matteson Capital Management, LLC since 2000. Outside of his advisory role, he volunteers as a piano player at his church and coaches youth basketball. Burns Matteson Capital Management serves individuals, high-net-worth families, charitable organizations, and retirement plans, offering investment advisory services, wealth management, and financial planning. The firm employs a diversified investment approach including equities, fixed income, mutual funds, ETFs, and routinely uses derivatives and structured products in portfolio management.
William R
Series 63, Series 65
Corning, NY
Burns Matteson Capital Management, LLC
William Redder is a financial advisor at Burns Matteson Capital Management, LLC in Corning, NY, holding Series 63 and Series 65 licenses with 21 years of industry experience. He has been with Burns Matteson since 2005. Burns Matteson Capital Management serves individuals, high-net-worth families, charitable organizations, and retirement plans, offering investment advisory services, wealth management, and financial planning. The firm’s investment approach includes allocations across equities, fixed income, and mutual funds or ETFs, with distinctive use of derivatives, structured notes, and option strategies.
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