# Donald Burkett

> Donald Burkett is a fee-only financial advisor at Burkett Financial Services in West Columbia, South Carolina, who holds the PFS credential. Burkett Financial Services reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.

Page: https://find.wellspent.co/advisors/donald-burkett/
Built from SEC adviser records; last checked October 30, 2026.

## Facts

- **Firm:** Burkett Financial Services
- **Based in:** West Columbia, South Carolina
- **Fee model (firm's Form ADV):** Percentage of assets; Hourly; Fixed fees
- **Assets under management (firm):** $572.6M across 1,525 accounts
- **Credentials:** PFS
- **CRD:** 5259720 (https://adviserinfo.sec.gov/individual/summary/5259720)
- **SEC registration:** Investment adviser representative in SC
- **Firm size:** 7 employees
- **Disclosures:** None reported
- **Website:** http://www.burkettfs.com

## Frequently asked questions

### Is Donald Burkett a fee-only financial advisor?

Yes, according to SEC records as of October 29, 2026: Donald holds no broker registration, and Burkett Financial Services reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.

### How does Donald charge for financial advice?

Donald's firm, Burkett Financial Services, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.

### Where is Donald Burkett based?

Donald Burkett is based in West Columbia, South Carolina.

### What credentials does Donald Burkett hold?

Donald Burkett holds the PFS credential.

### Is Donald Burkett registered with the SEC?

Yes. Donald Burkett is registered as an investment adviser representative in SC (CRD 5259720), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.

### How much does Burkett Financial Services manage?

Burkett Financial Services reports $572.6M across 1,525 accounts in assets under management.

### How do I contact Donald Burkett?

Through Donald's website, www.burkettfs.com.

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/5259720): 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
- SEC Investment Adviser Public Disclosure and Form ADV: registration, exams, and firm facts, data as of October 29, 2026

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Source: Wellspent, the public graph of fee-only advisors (https://find.wellspent.co). No paid placement.