Burns Financial Advisors, Inc.

Overview

Burns Financial Advisors, Inc. is a small, non-independent retail investment adviser operating as a corporation under individual ownership. The firm focuses on portfolio management for individuals and small businesses and also maintains activity as a registered representative of a broker-dealer. Its client base is primarily individual and family investors. Fee arrangements include asset-based fees, fixed fees, and the possibility of performance-based fees. The firm does not describe itself as an active ESG investor and is not set up as a multi-state adviser or pension consultant.

Assets & Accounts

Public Holdings