Burns Estate Planning & Wealth Advisors

Financial Advisor in Livingston, LA

Firm Info
Address: 1607 SW Railroad Ave, Hammond, LA 70403, USA
Phone: (800) 308-4416

Firm Size
Assets Under Management: $342.9 million
# of Advisors: 7
# of Clients: 1,470
Client to Advisor Ratio: 210:1
Average Account Size: $233,274
# of Offices: 1

Services Offered
  • Portfolio Management for Individuals & Small Businesses

Types of Clients
  • Individuals (Not High Net Worth)
  • Individuals High Net Worth

    *>=750k in Investable Assets or >=1.5m of Estimated Total Net Worth


Available Fee Structures
  • Percentage of Assets Under Management (AUM)

Get Connected with a Financial Advisor

* required fields

Burns Estate Planning & Wealth Advisors Overview

Burns Estate Planning & Wealth Advisors is a fee-only registered investment advisory firm located in Hammond, LA. Founded in 2019, the firm is relatively new to the industry but has already established a reputation for providing exceptional investment advice to clients. The firm operates as an insurance broker/agent, enabling it to provide both insurance products and investment advice to individuals and small businesses. Burns Estate Planning & Wealth Advisors' fee-only business model ensures clients receive unbiased investment advice without hidden fees or commissions. Instead, clients pay a flat fee for the firm's services, ensuring the company's interests are aligned with those of its clients. The firm's services focus on providing portfolio management to individuals and small businesses. Its team of experienced advisors works closely with clients to understand their investment goals and risk tolerance, then assists in building and managing a diversified investment portfolio that meets their unique needs. Burns Estate Planning & Wealth Advisors' holistic approach to investment management ensures clients receive comprehensive financial solutions that align with their long-term objectives.

Burns Estate Planning & Wealth Advisors prides itself on serving a wide range of clients, from everyday individuals to high net worth individuals. Their expertise and tailored approach allow them to offer something for everyone, ensuring that their clients receive the best service possible no matter what their financial situation is. They understand that each individual has unique needs and requirements, and they go above and beyond to meet those needs as efficiently and effectively as possible. When it comes to fee structures, Burns Estate Planning & Wealth Advisors offers several options depending on the service provided. One of their most popular fee structures is a percentage of assets under management (AUM), which ensures that clients only pay for the services they actually use and benefit from. This structure is easy to understand and provides transparency, making it an increasingly popular choice among clients. Other fee structures include annual retainer fees, hourly billing, and project fees. Whatever the chosen structure, clients can rest easy knowing that they are receiving a fair and personalized rate for the services they receive from Burns Estate Planning & Wealth Advisors.

Typical Clients, Fee Structures & Investment Minimum

According to the note in their Part 2 Brochure, Burns Estate Planning & Wealth Advisors has an account minimum of $5,000, but they reserve the right to waive this minimum in their discretion.

How This Office Can Help Livingston, LA Residents

At Burns Estate Planning & Wealth Advisors, clients in Livingston, LA receive personalized financial planning and investment services to help them achieve their short and long-term goals. Our team of experienced advisors understands the specific financial situations that residents of Livingston may face, such as navigating a complex tax landscape, managing assets from a business sale or inheritance, or preparing for retirement in a constantly-evolving economic environment. To address these challenges, we develop customized financial plans that are tailored to each client's unique circumstances, taking into account factors such as income, risk tolerance, and investment objectives. We also provide ongoing guidance and support to help our clients navigate the ever-changing financial landscape and stay on track to achieve their goals. Whether you need help with retirement planning, estate planning, or wealth management strategies, Burns Estate Planning & Wealth Advisors is here to help you achieve financial security and peace of mind.

To view the Minimum Investment and Fee Schedule for Burns Estate Planning & Wealth Advisors, visit their Part 2 Brochure.

Services Offered by Burns Estate Planning & Wealth Advisors

Core Advisor Services
Financial Planning

Financial planning services encompass the process of devising strategies for your future financial well-being, including preparing for events such as retirement, funding your child's college education, or planning for the transfer of assets.

Portfolio Management for Individuals & Small Businesses

Portfolio management entails the careful selection and strategic management of investment combinations tailored to meet the needs of individuals and small businesses.

Market Timing Services

Market timing services involve the endeavor to generate short-term profits from investments by capitalizing on opportunities to buy at low prices and sell at high prices.

Other Services
Selection of Other Advisors

The firm provides support in selecting and engaging other advisors who possess specialized expertise to complement your financial needs.

Publication of Periodicals or Newsletters

The firm engages in the dissemination of diverse financial educational materials through the publication of periodicals.

Educational Seminars & Workshops

The firm organizes and conducts seminars or workshops aimed at enlightening investors on various financial concepts.


Fee Structures

Financial advisory fees usually are based on the services provided. Fee types charged by Burns Estate Planning & Wealth Advisors most likely consist of the following fee types: asset-based, hourly or fixed. Wrap fee programs, or the practice of bundling services for a single fee, are not offered by the firm.

Available
Percentage of Assets Under Management (AUM)
Unavailable
Hourly
Subscription (Newsletter or Periodical)
Fixed Fees (Other than subscription)
Commissions
Performance-based Fees
Other

Types of Clients

*The Securities & Exchange Commission defines someone as “high net worth” if they have $750,000 or more in investable assets or $1.5M of estimated total net worth.


This Office Location

Firm location 1607 SW Railroad Ave, Hammond, LA 70403, USA
Phone (800) 308-4416
Opening Hours
  • Mon 8:30 AM–4:30 PM
  • Tue 8:30 AM–4:30 PM
  • Wed 8:30 AM–4:30 PM
  • Thu 8:30 AM–4:30 PM
  • Fri 8:30 AM–3 PM
  • Sat Closed
  • Sun Closed
Directions
Google My Business Reviews:
4 Stars  |  5 Reviews

Other Office Locations

This firm has no other locations.


Disciplinary History

Burns Estate Planning & Wealth Advisors does not have any disclosures. Please visit it's Form ADV for more details.

FREQUENTLY ASKED QUESTIONS

Fiduciary Financial Advisor FAQs