Sunburst Financial Group, LLC

Sunburst Financial Group, LLC (CRD# 283605) is a financial advisory firm headquartered in Vestavia Hills, AL. They manage $203,000,000 in 825 accounts and serve the financial needs of clients across 5 states (or territories).

By the Numbers
  • Total Assets Under Management
    203
    MILLION
  • Total Number of Accounts
    825
    ACCOUNTS
  • Average Account Value
    $246,061
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
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • 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.

AL, FL, GA, MS, TX

Financial Advisors at Sunburst Financial Group, LLC
Showing 1 - 7 of 7 top financial advisors.
1
James R. Martin
CRD#: 1620186
600 Vestavia Parkway, Suite 100, Vestavia Hills, AL 35216
96
Wealthminder
score

James Martin (CRD# 1620186) is an Investment Advisor Representative working at Sunburst Financial Group, LLC in Vestavia Hills, AL and has over 30 years of experience in the finance industry. James Martin 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.

2
Robert B. Rhea
CRD#: 3048210
600 Vestavia Parkway, Suite 100, Vestavia Hills, AL 35216
96
Wealthminder
score

Robert Rhea (CRD# 3048210) is an Investment Advisor Representative working at Sunburst Financial Group, LLC in Vestavia Hills, AL and has over 20 years of experience in the finance industry. Robert Rhea 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.

3
Jonathan M. Winzeler
CRD#: 4255215
600 Vestavia Parkway, Suite 100, Vestavia Hills, AL 35216
96
Wealthminder
score

Jonathan Winzeler (CRD# 4255215) is an Investment Advisor Representative working at Sunburst Financial Group, LLC in Vestavia Hills, AL and has over 17 years of experience in the finance industry. Jonathan Winzeler 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.

4
Joseph C. Ford
CRD#: 4549963
600 Vestavia Parkway, Suite 100, Vestavia Hills, AL 35216
93
Wealthminder
score

Joseph Ford (CRD# 4549963) is an Investment Advisor Representative working at Sunburst Financial Group, LLC in Vestavia Hills, AL and has over 17 years of experience in the finance industry.

5
Guy S. Hunt
CRD#: 5285623
600 Vestavia Parkway, Suite 100, Vestavia Hills, AL 35216
93
Wealthminder
score

Guy Hunt (CRD# 5285623) is an Investment Advisor Representative working at Sunburst Financial Group, LLC in Vestavia Hills, AL and has over 11 years of experience in the finance industry.

6
John R. Martin
CRD#: 4480215
600 Vestavia Parkway, Suite 100, Vestavia Hills, AL 35216
93
Wealthminder
score

John Martin (CRD# 4480215) is an Investment Advisor Representative working at Sunburst Financial Group, LLC in Vestavia Hills, AL and has over 16 years of experience in the finance industry.

7
Matthew S. Morris
CRD#: 6439389
600 Vestavia Parkway, Suite 100, Vestavia Hills, AL 35216
89
Wealthminder
score

Matthew Morris (CRD# 6439389) is an Investment Advisor Representative working at Sunburst Financial Group, LLC in Vestavia Hills, AL and has over 2 years of experience in the finance industry.

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