Burton Enright Welch fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed March 23, 2026. Fees can change, so confirm with the firm before you hire them.

Hourly rate

$350/hr

“Our hourly fees are $350.”

Flat or project fee

$2,500⁠-⁠$10,000

“Flat fees generally range from $2,500 to $10,000.”

Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)

How Burton Enright Welch bills

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

• “Fees are calculated and billed quarterly in advance.”
• “In certain circumstances, the fees are calculated and billed quarterly in arrears.”

How Burton Enright Welch’s fees compare

• Its hourly rate of $350 is above the California median of $300. 58% of the 932 other California planners that publish an hourly rate charge less.
• 5 of the 12 other planners in Walnut Creek that publish an hourly rate charge less.
• Its flat or project fee of $2,500-$10,000 spans the California median of $5,000. 64% of the 796 other California planners that publish a flat or project fee charge less.
• 8 of the 14 other planners in Walnut Creek that publish a flat or project fee charge less.

About Burton Enright Welch

• Firm size: 19 employees.
• Registered as an adviser: 2008 (18 years).

Planning areas mentioned in the brochure

• Retirement planning
• Tax planning
• Estate planning
• College planning
• Insurance analysis
• Charitable giving

Firm details from Form ADV

How the firm is paid

Hourly fees, fixed or flat fees, percentage of assets under management

Charges a % of assets

Yes

Highest asset based fee in brochure

2% a year

Clients

612

Employees

19

Works with

Individuals, high net worth individuals, and pension and profit sharing plans

Services reported to regulators

Financial planning, portfolio management for individuals and small businesses, pension consulting, and selecting other advisers

Assets managed

$1,553,063,539

Registered with

U.S. Securities and Exchange Commission

Disciplinary disclosures

None reported

SEC CRD number

118376

Website

bewinvest.com (opens in new tab)

Phone

(925) 932-8010

Can advise clients in 8 states: Arizona, California, Florida, Georgia, Idaho, Nevada, Oregon, Texas

Other planners in Walnut Creek that publish fees

• Babylon Wealth Management LLCWalnut Creek$300/hr, $2,000⁠-⁠$15,000
• Barentsen Advisory Services, LLCWalnut Creek$250/hr, $100⁠-⁠$2,000
• Capital Management Advisor Group, LLCWalnut Creek$500/hr, $10,000
• Cavu Wealth Advisors, LLCWalnut Creek$450/hr, $10,000/yr
• Dawson Investment ManagementWalnut Creek$1,000/hr
• Dhamma CapitalWalnut Creek$500/hr, $1,500⁠-⁠$5,000

Compare all 39 planners in Walnut Creek