Burton Wealth Management

Burton Wealth Management (CRD# 171381) is a financial advisory firm headquartered in Scottsdale, AZ. They manage $23,500,000 in 100 accounts and serve the financial needs of clients across 2 states (or territories).

By the Numbers
  • Total Assets Under Management
    24
    MILLION
  • Total Number of Accounts
    100
    ACCOUNTS
  • Average Account Value
    $235,000
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

AZ, CA

Financial Advisors at Burton Wealth Management
Showing 1 - 2 of 2 top financial advisors.
1
Anne F. Burton
CRD#: 5148502
8707 East Vista Bonita Dr., #135, Scottsdale, AZ 85255
93
Wealthminder
score

Anne Burton (CRD# 5148502) is an Investment Advisor Representative working at Burton Wealth Management in Scottsdale, AZ and has over 11 years of experience in the finance industry.

2
Donald E. Burton
CRD#: 2009443
8707 East Vista Bonita Dr., #135, Scottsdale, AZ 85255
86
Wealthminder
score

Donald Burton (CRD# 2009443) is an Investment Advisor Representative working at Burton Wealth Management in Scottsdale, AZ and has over 27 years of experience in the finance industry. Donald Burton has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

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