Elizabeth Burgess
Advisory Advocates · Grand Rapids, Michigan
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.
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Who they serve
- Multi-generational families
Facts
| Firm | Advisory Advocates |
|---|---|
| Based in | Grand Rapids, Michigan |
| Fee model (firm's Form ADV) | Percentage of assets · Fixed fees |
| Assets under management | $158.6M across 559 accounts |
| SEC registration | Investment adviser representative in IN, MI · CRD 6715303 |
| Exams passed | Series 66 (2017) |
| Firm size | 9 employees |
| Disclosures | None reported |
| Website | www.advisoryadvocates.com |
How Elizabeth's firm compares
- Advisory Advocates's average account is about $284,000, from its Form ADV (assets managed divided by 559 accounts).
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Questions about Elizabeth
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.
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
- Advisory Advocates 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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