Burton Wealth Management
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About
Burton Wealth Management serves individuals, high net worth individuals, trusts, and estates and provides comprehensive wealth management services including discretionary portfolio management, financial planning, and retirement-account advice. The two-advisor firm manages about $43.1 million for roughly 92 clients and typically implements portfolios using mutual funds and ETFs alongside occasional individual securities or independent managers.
The firm’s investment approach is primarily long-term focused and combines fundamental and technical analysis to construct and monitor customized portfolios, with trading for rebalancing, tax management, or cash needs as circumstances require. Burton Wealth Management acts as fiduciary, offers written financial plans or consultations (hourly or fixed-fee engagements), and may recommend rollovers or Independent Managers while retaining oversight of outsourced strategies.
What distinguishes Burton Wealth Management from many peers is that it sponsors a wrap fee program that bundles securities transaction costs into a single advisory fee (see Appendix 1), and its materials note third‑party ratings in client disclosures. Advisory persons are also registered representatives of LPL Financial and the firm discloses receipt of platform and operational benefits from that custodian (software, trading desk access, block trading, and related services), which the brochure discusses as part of its custodian and conflicts disclosures.
Client services
Expertise
Fee options
Fixed fees up to $2,000 per engagement
Commissions earned by Advisory Persons in separate capacity as registered representatives of LPL Financial and from insurance product sales
Hourly fees up to $400 per hour
Fee-only: Hourly fees up to $400 per hour; Fixed fees up to $2,000 per engagement
Main office
14358 N Frank Lloyd Wright Blvd., Suite 8
Scottsdale AZ 85260
Advisors at this office
2
Most active in
Arizona · California
Also doing business as
Burton Wealth Management · Donald E. Burton, 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.
Forms ADV
Quick links
Advisors at this firm
Anne B
Series 63, Series 66
Scottsdale, AZ
Burton Wealth Management
Anne Burton is a financial advisor with Burton Wealth Management in Scottsdale, AZ, holding Series 63 and Series 66 licenses and bringing 20 years of industry experience. She has been with Donald E. Burton, LLC, doing business as Burton Wealth Management, since 2014 and has also worked with LPL Financial since 2006. Burton Wealth Management provides comprehensive wealth management services to individuals, high net worth clients, trusts, and estates, emphasizing long-term investment strategies that combine fundamental and technical analysis. The firm manages approximately $43.1 million across about 92 clients and offers discretionary portfolio management, financial planning, and retirement advice, operating a wrap fee program to streamline advisory costs.
Donald B
CFP®, Series 63, Series 65
Scottsdale, AZ
Burton Wealth Management
Donald Burton is a CFP® with 36 years of industry experience, currently serving as an advisor at Burton Wealth Management in Scottsdale, AZ. He has been with Burton Wealth Management since 2014 and has a longstanding association with LPL Financial LLC dating back to 2005. In addition to his advisory role, he is licensed to sell health, life, long-term care insurance, and annuities. Burton Wealth Management advises individuals, high-net-worth clients, trusts, and estates, providing discretionary investment management alongside comprehensive financial planning. The firm constructs customized portfolios primarily using mutual funds and ETFs, employs both fundamental and technical analysis, and maintains continuous client contact with a generally long-term investment orientation.
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