Corrin Burke
Successful Wealth Strategies · Canton, Connecticut
Corrin Burke is a fee-only financial advisor at Successful Wealth Strategies in Canton, Connecticut, who holds the CFP credential. Corrin charges hourly fees and an ongoing planning fee and focuses on retirement planning and estate & legacy planning.
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Specialties
Who they serve
- Mid-life transitions
- Divorced individuals
Facts
| Firm | Successful Wealth Strategies |
|---|---|
| Based in | Canton, Connecticut |
| Fee model | Hourly · Ongoing planning fee |
| Assets under management | $50.6M across 187 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in CT, FL, MA, PA, TX · CRD 4165505 |
| Exams passed | Series 63 (2000) |
| Firm size | 2 employees |
| Disclosures | None reported |
| Website | successfulwealthstrategies.com |
| Profile |
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Questions about Corrin
Is Corrin Burke a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Corrin holds no broker registration, and Successful Wealth Strategies reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Corrin charge for financial advice?
Corrin charges hourly fees and an ongoing planning fee.
Where is Corrin Burke based?
Corrin Burke is based in Canton, Connecticut.
What does Corrin specialize in?
Corrin's specialties include retirement planning and estate & legacy planning. Corrin works with mid-life transitions and divorced individuals.
What credentials does Corrin Burke hold?
Corrin Burke holds the CFP credential.
Is Corrin Burke registered with the SEC?
Yes. Corrin Burke is registered as an investment adviser representative in CT, FL, MA, PA and TX (CRD 4165505), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Successful Wealth Strategies manage?
Successful Wealth Strategies reports $50.6M across 187 accounts in assets under management.
How do I contact Corrin Burke?
Through Corrin's website, successfulwealthstrategies.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
- Successful Wealth Strategies 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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