Eric Sweet
Burns Matteson Capital Management · Corning, New York
Eric Sweet is a fee-only financial advisor at Burns Matteson Capital Management in Corning, New York. Burns Matteson Capital Management reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.
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Who they serve
- Retirees
- Ultra high net worth
- Multi-generational families
Facts
| Firm | Burns Matteson Capital Management |
|---|---|
| Based in | Corning, New York |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Assets under management | $400.4M across 1,042 accounts |
| SEC registration | Investment adviser representative in NY · CRD 8164686 |
| Exams passed | Series 65 (2025) |
| Firm size | 6 employees |
| Disclosures | None reported |
| Website | www.burnsmatteson.com |
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Questions about Eric
Is Eric Sweet a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Eric holds no broker registration, and Burns Matteson Capital Management reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Eric charge for financial advice?
Eric's firm, Burns Matteson Capital Management, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
Where is Eric Sweet based?
Eric Sweet is based in Corning, New York.
Is Eric Sweet registered with the SEC?
Yes. Eric Sweet is registered as an investment adviser representative in NY (CRD 8164686), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Burns Matteson Capital Management manage?
Burns Matteson Capital Management reports $400.4M across 1,042 accounts in assets under management.
How do I contact Eric Sweet?
Through Eric's website, www.burnsmatteson.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
- Burns Matteson Capital Management 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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