Ian Burkhard
Capital Advantage · Walnut Creek, California
Ian Burkhard is a fee-only financial advisor at Capital Advantage in Walnut Creek, California. Ian charges a percentage of assets and an ongoing planning fee (a $500,000 asset minimum) and focuses on retirement planning and physicians & residents.
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Specialties
Who they serve
- Pre-retirees
- Physicians
Facts
| Firm | Capital Advantage |
|---|---|
| Based in | Walnut Creek, California |
| Fee model | Percentage of assets · Ongoing planning fee |
| Fees (firm's website) | A $500,000 asset minimum |
| Accepting new clients | Yes |
| Assets under management | $1.28B across 2,271 accounts |
| SEC registration | Investment adviser representative in CA · CRD 7523171 |
| Exams passed | Series 65 (2021) |
| Firm size | 16 employees |
| Disclosures | None reported |
| Website | capitaladvantage.com |
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Questions about Ian
Is Ian Burkhard a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Ian holds no broker registration, and Capital Advantage reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Ian charge for financial advice?
Ian charges a percentage of assets and an ongoing planning fee.
How much does Ian charge?
According to Capital Advantage's website, checked October 30, 2026: a $500,000 asset minimum.
Where is Ian Burkhard based?
Ian Burkhard is based in Walnut Creek, California.
What does Ian specialize in?
Ian's specialties include retirement planning and physicians & residents. Ian works with pre-retirees and physicians.
Is Ian Burkhard registered with the SEC?
Yes. Ian Burkhard is registered as an investment adviser representative in CA (CRD 7523171), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Capital Advantage manage?
Capital Advantage reports $1.28B across 2,271 accounts in assets under management.
How do I contact Ian Burkhard?
Through Ian's website, capitaladvantage.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
- Capital Advantage 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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