Mustard Seed Financial
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMClient assets under management
$83,676,625
Clients
346
Advisors
3
of 3 employees
About
Mustard Seed Financial works with individuals, families, trusts, estates, corporations, and non‑profits to provide financial planning, ongoing investment management, consulting, and estate‑planning support. The firm reports managing roughly $109 million in client assets and offers access to both traditional portfolios and non‑standard investments, including Delaware Statutory Trusts (DSTs) and Opportunity Zone investments through its EquiShield 1031 division.
The firm’s investment approach relies on proprietary allocation models grounded in Modern Portfolio Theory with an overlay of tactical positioning, and it typically manages client accounts on a discretionary basis while conducting periodic reviews. Mustard Seed also employs third‑party managers and may implement a wide range of strategies and vehicles—index and active funds, ETFs, individual securities, private placements, non‑traded REITs, DSTs and other alternative investments—subject to client objectives and suitability.
What is noteworthy about this firm is its formal EquiShield 1031 offering focused on facilitating 1031 exchanges into DSTs, a specialty not common among similar team advisors, and that certain supervised persons are licensed insurance agents who may sell insurance products. The firm may receive placement, referral, or other third‑party compensation for alternative investments; these arrangements are disclosed to clients and the firm states it conducts due diligence and allows clients to decline recommended investments to mitigate conflicts of interest.
Client services
Expertise
Occupation focus
Fee options
1% per year of assets under management, paid quarterly in advance, prorated for initial deposits
Commissions may be earned from insurance sales and referral/solicitor fees from third-party managers, typically 3% to 4% placement fees on alternative investments
Fee-only: Negotiated fees for Financial Consulting and Financial Planning depending on scope, duration, size, and complexity
Main office
501 S. Main Street
Meridian ID 83642
Advisors at this office
3
Most active in
Idaho · Oregon · Texas
Also doing business as
Burks Financial Services · Burks Investment Services · Burks Investments · Burks Wealth Management, Inc. · Burks Wealth Management, Inc. Dba Mustard Seed Financial · Burks, Brian Dennis · Emerald Asset Management, Inc. · Emerald Financial Advisors · Mustard Seed Financial · Wealth Dynamics Advisory · Wealthpro, Inc.
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:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Is not active or affiliated with:
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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
Advisors at this firm
Bryce V
Series 65
Meridian, ID
Mustard Seed Financial
Bryce Valles is a financial advisor at Mustard Seed Financial in Meridian, ID, holding a Series 65 license with two years of industry experience. Before joining Mustard Seed Financial, he worked in various roles including at T-Mobile and The Grove Hotel, and was a full-time student for several years. Mustard Seed Financial serves individuals, families, trusts, estates, corporations, and non-profits by providing financial planning, investment management, consulting, and estate-planning support. The firm manages approximately $109 million in client assets using proprietary allocation models based on Modern Portfolio Theory combined with tactical positioning, and offers access to traditional and alternative investments, including a specialty 1031 exchange service through its EquiShield 1031 division.
Dylan B
Series 65
Meridian, ID
Mustard Seed Financial
Dylan Burks is a financial advisor at Mustard Seed Financial with a Series 65 credential and one year of industry experience. He has served in the U.S. Army with the Department of Defense since 2016. Mustard Seed Financial provides financial planning, investment management, consulting, and estate-planning support to individuals, families, trusts, estates, corporations, and non-profits. The firm manages approximately $109 million in client assets and offers access to both traditional and alternative investments, including Delaware Statutory Trusts and Opportunity Zone investments through its EquiShield 1031 division.
Brian B
Series 63, Series 65
Meridian, ID
Mustard Seed Financial
Brian Burks is a financial advisor at Mustard Seed Financial with six years of industry experience. He holds Series 63 and Series 65 licenses and has operated Burks Wealth Management, doing business as Mustard Seed Financial, since 2002. In addition to his advisory role, Burks is an independent life insurance agent licensed in Idaho, providing life insurance services as an extension of his financial planning offerings. Mustard Seed Financial is a state-registered investment adviser serving individuals, families, trusts, estates, foundations, businesses, and non-profits. The firm manages approximately $108.5 million in assets using proprietary, globally diversified allocation models that combine passive and active investments, as well as illiquid and alternative instruments tailored to client objectives.
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