Brian Burkhart
Wealth Effects · Boston, Massachusetts
Brian Burkhart is a fee-only financial advisor at Wealth Effects in Boston, Massachusetts. Brian focuses on retirement planning, divorce financial planning and family wealth transfer. Wealth Effects reports charging a percentage of assets on its Form ADV.
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Specialties
Who they serve
- Pre-retirees
- Mid-life transitions
- Divorced individuals
Facts
| Firm | Wealth Effects |
|---|---|
| Based in | Boston, Massachusetts |
| Fee model (firm's Form ADV) | Percentage of assets |
| Accepting new clients | Yes |
| Assets under management | $472M across 988 accounts |
| SEC registration | Investment adviser representative in IL · CRD 2037581 |
| Exams passed | Series 63 (2017) · Series 65 (2024) |
| Firm size | 17 employees |
| Disclosures | None reported |
| Website | www.w-effects.com |
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Questions about Brian
Is Brian Burkhart a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Brian holds no broker registration, and Wealth Effects reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Brian charge for financial advice?
Brian's firm, Wealth Effects, reports charging a percentage of assets on its SEC Form ADV.
Where is Brian Burkhart based?
Brian Burkhart is based in Boston, Massachusetts.
What does Brian specialize in?
Brian's specialties include retirement planning, divorce financial planning and family wealth transfer. Brian works with pre-retirees, mid-life transitions and divorced individuals.
Is Brian Burkhart registered with the SEC?
Yes. Brian Burkhart is registered as an investment adviser representative in IL (CRD 2037581), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Wealth Effects manage?
Wealth Effects reports $472M across 988 accounts in assets under management.
How do I contact Brian Burkhart?
Through Brian's website, www.w-effects.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- SEC adviser records : the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- Wealth Effects website : specialties, clients served, and fees, checked October 30, 2026
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
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