Burns Financial Advisors, Inc.

Overview

Burns Financial Advisors, Inc. is a small, corporate-structured registered investment adviser that serves individual and family clients. The firm operates as a non-independent retail RIA and its advisory work centers on portfolio management for individuals and small businesses. It also functions as a registered representative of a broker-dealer, and its fees include percentage-of-AUM billing alongside fixed fees and arrangements that can be performance-based. The firm reports it is not an active ESG investor, is not organized as a multi-state adviser, and does not present as a capital allocator or pension consultant.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices