A complete list of active advisors currently associated with Burton Wealth Management
Warmer can help you find a great advisor at Burton Wealth Management or one who fits your needs even better.
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.
To learn more about the advisors currently working at Burton Wealth Management, 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 |
|---|---|---|
Scottsdale, AZ
| 19
| |
Scottsdale, AZ
| 36
|
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