Dru Burns
Drucker Wealth · Mahwah, New Jersey
Dru Burns is a fee-only financial advisor at Drucker Wealth in Mahwah, New Jersey, who holds the CFP credential. Dru charges a percentage of assets (1% a year on the first tier of assets managed) and focuses on equity compensation, retirement planning and estate & legacy planning.
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Specialties
Who they serve
- High earners
- Pre-retirees
- HENRY (High Earners, Not Rich Yet)
Facts
| Firm | Drucker Wealth |
|---|---|
| Based in | Mahwah, New Jersey |
| Fee model | Percentage of assets |
| Fees (firm's website) | 1% a year on the first tier of assets managed |
| Works virtually | Yes |
| Accepting new clients | Yes |
| Assets under management | $891.2M across 2,698 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in CA, TX · CRD 6666996 |
| Exams passed | Series 66 (2020) |
| Firm size | 12 employees |
| Disclosures | None reported |
| Website | druckerwealth.com |
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Questions about Dru
Is Dru Burns a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Dru holds no broker registration, and Drucker Wealth reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Dru charge for financial advice?
Dru charges a percentage of assets.
How much does Dru charge?
According to Drucker Wealth's website, checked October 30, 2026: 1% a year on the first tier of assets managed.
Does Dru work with clients virtually?
Yes. Drucker Wealth says on its website that it works with clients remotely.
Where is Dru Burns based?
Dru Burns is based in Mahwah, New Jersey.
What does Dru specialize in?
Dru's specialties include equity compensation, retirement planning, estate & legacy planning and tax planning. Dru works with high earners, pre-retirees and HENRY (High Earners, Not Rich Yet).
What credentials does Dru Burns hold?
Dru Burns holds the CFP credential.
Is Dru Burns registered with the SEC?
Yes. Dru Burns is registered as an investment adviser representative in CA and TX (CRD 6666996), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Drucker Wealth manage?
Drucker Wealth reports $891.2M across 2,698 accounts in assets under management.
How do I contact Dru Burns?
Through Dru's website, druckerwealth.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
- Drucker Wealth 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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