Burns Estate Planning & Wealth Advisors

Retirement Planning Firm in Okaloosa County, FL

Firm Info
Address: 200 Calusa Blvd Suite #100, Destin, FL 32541, USA
Phone: (850) 855-4890

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

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Burns Estate Planning & Wealth Advisors Overview

Burns Estate Planning & Wealth Advisors is a fee-only registered investment advisory firm that provides investment advice to clients. The firm is headquartered in Hammond, LA and has been in business since 2019. They offer a range of portfolio management services for individuals as well as small businesses. As an insurance broker/agent, Burns Estate Planning & Wealth Advisors is uniquely positioned to offer clients customized solutions that cater specifically to their needs. The team is highly experienced and dedicated to providing clients with the best possible service and advice. They work closely with clients to develop tailored investment strategies that align with their goals and objectives. Whether you're an individual looking to grow your wealth or a small business owner looking for reliable investment advice, Burns Estate Planning & Wealth Advisors can help you achieve your financial goals. The firm's fee-only structure ensures that clients receive unbiased advice, free from any conflicts of interest. With their expertise in portfolio management and investment advice, Burns Estate Planning & Wealth Advisors is a trusted partner for clients looking to build a solid financial foundation.

Burns Estate Planning & Wealth Advisors cater to a diverse clientele that includes individuals and high net worth individuals who seek expert guidance in managing their wealth and planning their estates. They possess extensive knowledge and experience in a variety of financial fields that make them the go-to firm for clients who are looking to grow and protect their wealth. Burns Estate Planning & Wealth Advisors are particularly adept at designing bespoke strategies that secure their clients' financial future and ensure that their legacy lives on. When it comes to fees, Burns Estate Planning & Wealth Advisors offer a range of structures that cater to the specific needs of each client. Their fee structures are tailored to the type and level of service required. Regardless of the fee structure chosen, clients can be assured that they will receive exceptional service and advice, and that their interests will be given the highest priority. One of their most popular fee structures is the percentage of assets under management (AUM) model, where clients pay a percentage of their assets managed by Burns Estate Planning & Wealth Advisors. This fee structure ensures that their interests are aligned with their clients' success, creating a win-win situation. Other fee structures are also available upon request, and they are happy to discuss further when required.

Typical Clients, Fee Structures & Investment Minimum

The investment minimum for Burns Estate Planning & Wealth Advisors is $5,000, as mentioned in their Part 2 Brochure. The note states that "there is an account minimum of $5,000," indicating that clients are required to invest a minimum of $5,000 in order to open an account with the firm. However, the note also mentions that the minimum may be waived by the firm "in its discretion," suggesting that there may be some flexibility in certain cases.

How This Office Can Help Okaloosa County, FL Residents

Burns Estate Planning & Wealth Advisors is a firm that offers various services in asset management, estate planning, and wealth advisory to clients living in Okaloosa County, FL. This firm assists clients in Okaloosa County, FL, by providing comprehensive solutions to their financial problems. They help clients develop a plan tailored to their specific financial situation, whether they are nearing retirement, looking to create a trust, or need help managing their wealth. Clients in Okaloosa County, FL, can benefit from working with Burns Estate Planning & Wealth Advisors, especially if they are facing complex and confusing financial situations. For example, those who have inherited a significant amount of money, a business or property could benefit from estate planning services. Additionally, individuals approaching retirement age can gain peace of mind by ensuring they have enough saved to maintain their lifestyle during their golden years. The firm's advisors work closely with clients to identify their specific needs and goals and develop plans that fit their unique circumstances. In addition to these services, Burns Estate Planning & Wealth Advisors can assist individuals and families with identifying potential tax strategies and minimizing liabilities, as well as providing ongoing support as their circumstances change.

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 200 Calusa Blvd Suite #100, Destin, FL 32541, USA
Phone (850) 855-4890
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:

Other Office Locations

Firm Headquarters
Firm headquarters location 1607 SW RAILROAD AVE., HAMMOND, LA 70403, United States

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.