James Burns
OnTrack Wealth Management · Plymouth, Michigan
James Burns is a fee-only financial advisor at OnTrack Wealth Management in Plymouth, Michigan, who holds the CFP credential. James focuses on tax planning, estate & legacy planning and retirement planning. OnTrack Wealth Management reports charging a percentage of assets and fixed fees on its Form ADV.
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Specialties
Facts
| Firm | OnTrack Wealth Management |
|---|---|
| Based in | Plymouth, Michigan |
| Fee model (firm's Form ADV) | Percentage of assets · Fixed fees |
| Assets under management | $112.4M across 401 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in MI, TX · CRD 6288116 |
| Exams passed | Series 66 (2019) |
| Firm size | 2 employees |
| Disclosures | None reported |
| Website | www.ontrackplans.com |
How James's firm compares
- OnTrack Wealth Management's average account is about $280,000, from its Form ADV (assets managed divided by 401 accounts).
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Questions about James
Is James Burns a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: James holds no broker registration, and OnTrack Wealth Management reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does James charge for financial advice?
James's firm, OnTrack Wealth Management, reports charging a percentage of assets and fixed fees on its SEC Form ADV.
Where is James Burns based?
James Burns is based in Plymouth, Michigan.
What does James specialize in?
James's specialties include tax planning, estate & legacy planning and retirement planning.
What credentials does James Burns hold?
James Burns holds the CFP credential.
Is James Burns registered with the SEC?
Yes. James Burns is registered as an investment adviser representative in MI and TX (CRD 6288116), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does OnTrack Wealth Management manage?
OnTrack Wealth Management reports $112.4M across 401 accounts in assets under management.
How do I contact James Burns?
Through James's website, www.ontrackplans.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
- OnTrack Wealth 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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