Emily Burgess
AIM Advisors · Raleigh, North Carolina
Emily Burgess is a fee-only financial advisor at AIM Advisors in Raleigh, North Carolina. AIM Advisors reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.
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Facts
| Firm | AIM Advisors |
|---|---|
| Based in | Raleigh, North Carolina |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Assets under management | $158.2M across 482 accounts |
| SEC registration | Investment adviser representative in NC · CRD 7795273 |
| Exams passed | Series 66 (2025) |
| Firm size | 5 employees |
| Disclosures | None reported |
| Website | www.ninaoneal.com |
| Profile |
How Emily's firm compares
- AIM Advisors's average account is about $328,000, from its Form ADV (assets managed divided by 482 accounts).
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Questions about Emily
Is Emily Burgess a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Emily holds no broker registration, and AIM Advisors reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Emily charge for financial advice?
Emily's firm, AIM Advisors, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
Where is Emily Burgess based?
Emily Burgess is based in Raleigh, North Carolina.
Is Emily Burgess registered with the SEC?
Yes. Emily Burgess is registered as an investment adviser representative in NC (CRD 7795273), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does AIM Advisors manage?
AIM Advisors reports $158.2M across 482 accounts in assets under management.
How do I contact Emily Burgess?
Through Emily's website, www.ninaoneal.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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