Burns Financial Advisors, Inc.

Overview

Burns Financial Advisors, Inc. is a small, corporation-structured advisory practice that serves individual and family clients with portfolio management services for individuals and small businesses. The firm operates as a registered representative of a broker-dealer and charges clients via a mix of percentage-of-AUM, fixed fees and performance-based arrangements. Its operating footprint appears local rather than multi-state, and the firm does not identify as an active ESG investor or a pension consultant.

Assets & Accounts

Public Holdings

Investments & Alternatives