Burns Financial Advisors, Inc.

Overview

Burns Financial Advisors, Inc. operates as a small, non-independent retail RIA owned by an individual. The firm works primarily with individual and family clients and provides portfolio management for individuals and small businesses. It maintains a broker-dealer relationship — advisors at the firm operate as registered representatives of a broker-dealer — and charges a mix of fees including a percentage of assets under management, hourly and fixed fees, and performance-based fees. State registration is noted in North Carolina and Ohio. The firm does not self-identify as an active ESG investor, is not a multi-state adviser for SEC purposes, and is not presented as a pension consultant or related adviser.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices