# Elizabeth Burgess

> Elizabeth Burgess is a fee-only financial advisor at Advisory Advocates in Grand Rapids, Michigan. Advisory Advocates reports charging a percentage of assets and fixed fees on its Form ADV.

Page: https://find.wellspent.co/advisors/elizabeth-burgess/
Built from SEC adviser records and the firm's website; last checked October 30, 2026.

## Facts

- **Firm:** Advisory Advocates
- **Based in:** Grand Rapids, Michigan
- **Fee model (firm's Form ADV):** Percentage of assets; Fixed fees
- **Assets under management (firm):** $158.6M across 559 accounts
- **Works with:** Multi-generational families
- **CRD:** 6715303 (https://adviserinfo.sec.gov/individual/summary/6715303)
- **SEC registration:** Investment adviser representative in IN, MI
- **Exams passed:** Series 66 (2017)
- **Firm size:** 9 employees
- **Disclosures:** None reported
- **Website:** http://www.advisoryadvocates.com

## Frequently asked questions

### Is Elizabeth Burgess a fee-only financial advisor?

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

### How does Elizabeth charge for financial advice?

Elizabeth's firm, Advisory Advocates, reports charging a percentage of assets and fixed fees on its SEC Form ADV.

### Where is Elizabeth Burgess based?

Elizabeth Burgess is based in Grand Rapids, Michigan.

### Is Elizabeth Burgess registered with the SEC?

Yes. Elizabeth Burgess is registered as an investment adviser representative in IN and MI (CRD 6715303), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.

### How much does Advisory Advocates manage?

Advisory Advocates reports $158.6M across 559 accounts in assets under management.

### How do I contact Elizabeth Burgess?

Through Elizabeth's website, www.advisoryadvocates.com.

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/6715303): 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
- The firm's website (https://advisoryadvocates.com/): specialties, clients served, and fees, checked October 30, 2026

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