Donald Burkett
Burkett Financial Services · West Columbia, South Carolina
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.
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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 | $572.6M across 1,525 accounts |
| Credentials | PFS |
| SEC registration | Investment adviser representative in SC · CRD 5259720 |
| Firm size | 7 employees |
| Disclosures | None reported |
| Website | www.burkettfs.com |
How Donald's firm compares
- Burkett Financial Services's average account is about $375,000, from its Form ADV (assets managed divided by 1,525 accounts).
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Questions about Donald
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.
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
- 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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