Burris Wealth Management, Inc.
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
The firm provides discretionary investment management through its Managed Asset Investment Program and also offers financial planning and tax planning/preparation services, with the option of hourly planning engagements. Clients served include individuals, trusts, estates, charitable organizations and businesses, and services are delivered under written agreements that allow for client-imposed, documented investment restrictions.
Portfolios are customized based on risk tolerance, time horizon, income needs and tax considerations and may include individual equities, fixed income, mutual funds, unit investment trusts, options and other derivatives. Trading approaches include long- and short-term holdings, short sales and option-writing, and cash balances are typically managed in conservative short-term instruments such as money market funds and certificates of deposit.
Distinctive features include an affiliation with real estate activities: the firm’s principal is a licensed real estate broker, the advisory firm is licensed as a real estate brokerage, and the firm may receive additional compensation for real estate services or referrals—an arrangement that is uncommon among similar independent advisory firms. The brochure also discloses prior regulatory matters from the principal’s earlier employment that were settled with FINRA and related whistleblower activity, and it notes other non-advisory business interests (including an equipment rental business), all of which clients may consider when evaluating potential conflicts of interest.
Client services
Expertise
Fee options
$0 - $10,000,000: 2.00% annually or 0.50% per quarter
$250 per hour for financial planning and advice
Account minimum: $25,000 Minimum fee: Minimum Quarterly Advisory Fee of $56.25 per quarter
Main office
15286 N 144th Ave
Surprise AZ 85379
Advisors at this office
1
Most active in
Arizona
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is active or affiliated with:
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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.
Forms ADV
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