Burnette Financial Planning, LLC

Burnette Financial Planning, LLC (CRD# 159588) is a financial advisory firm headquartered in Lake Charles, LA. They manage $25,393,353 in 161 accounts and serve the financial needs of clients across 2 states (or territories).

By the Numbers
  • Total Assets Under Management
    25
    MILLION
  • Total Number of Accounts
    161
    ACCOUNTS
  • Average Account Value
    $157,723
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
  • Publication of periodicals or newsletters
  • Educational seminars/workshops
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.

LA, TX

Financial Advisors at Burnette Financial Planning, LLC
Showing 1 - 2 of 2 top financial advisors.
1
Douglas G. Burnette
CRD#: 5472256
4833 Ihles Road, Lake Charles, LA 70605
93
Wealthminder
score

Douglas Burnette (CRD# 5472256) is an Investment Advisor Representative working at Burnette Financial Planning, LLC in Lake Charles, LA and has over 10 years of experience in the finance industry.

2
Cheree R. Burnette
CRD#: 1378351
4833 Ihles Road, Lake Charles, LA 70605
86
Wealthminder
score

Cheree Burnette (CRD# 1378351) is an Investment Advisor Representative working at Burnette Financial Planning, LLC in Lake Charles, LA and has over 26 years of experience in the finance industry.

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