Burris Wealth Management, Inc. fees and pricing

Financial planner in Surprise, Arizona. Registered with state securities regulators.

According to its Form ADV Part 2A brochure dated January 10, 2025, Burris Wealth Management, Inc. charges $250 an hour for financial planning.

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed January 10, 2025. Fees can change, so confirm with the firm before you hire them.

Hourly rate: $250/hr; “Burris Wealth may provide advice or financial planning based on an hourly rate of $250 per hour.”

Payment and refund terms, quoted from the fee section of the brochure.

“Burris Wealth fees are generally negotiable as noted below.”
“Due to the complexity of managed account and client differences, these fees are negotiable.”
“Burris Wealth’s fees are billed on a pro-rata annualized basis quarterly in advance based on the value of your account on the last day of the quarter.”

Its hourly rate of $250 is below the Arizona median of $275. 32% of the 195 other Arizona planners that publish an hourly rate charge less.

Solo practice: one person runs the firm, so you work directly with the planner.
Registered as an adviser: 2014 (12 years).

How the firm is paid: Hourly fees, percentage of assets under management
Charges a % of assets: Yes
Highest asset based fee in brochure: 2% a year
Clients: 29
Employees: 1
Works with: Individuals
Services reported to regulators: Financial planning and portfolio management for individuals and small businesses
Assets managed: $11,617,658
Registered with: State securities regulators
Disciplinary disclosures: None reported
SEC CRD number: 171049
Phone: (623) 776-5567

Is something on this page wrong or out of date? Email corrections@plannerfees.com and PlannerFees will check it against the firm's latest filing.