# Jeffery Burrus

> Jeffery Burrus is a fee-only financial advisor at Marathon Wealth Partners in Austin, Texas. Marathon Wealth Partners reports charging a percentage of assets and fixed fees on its Form ADV.

Page: https://find.wellspent.co/advisors/jeffery-burrus/
Built from SEC adviser records; last checked October 30, 2026.

## Facts

- **Firm:** Marathon Wealth Partners
- **Based in:** Austin, Texas
- **Fee model (firm's Form ADV):** Percentage of assets; Fixed fees
- **Assets under management (firm):** $141.1M across 115 accounts
- **CRD:** 2463549 (https://adviserinfo.sec.gov/individual/summary/2463549)
- **SEC registration:** Investment adviser representative in TX
- **Exams passed:** Series 63 (1994), Series 65 (1994)
- **Firm size:** 1 employee
- **Disclosures:** None reported
- **Website:** https://marathonwealthpartners.com/

## Frequently asked questions

### Is Jeffery Burrus a fee-only financial advisor?

Yes, according to SEC records as of October 29, 2026: Jeffery holds no broker registration, and Marathon Wealth Partners reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.

### How does Jeffery charge for financial advice?

Jeffery's firm, Marathon Wealth Partners, reports charging a percentage of assets and fixed fees on its SEC Form ADV.

### Where is Jeffery Burrus based?

Jeffery Burrus is based in Austin, Texas.

### Is Jeffery Burrus registered with the SEC?

Yes. Jeffery Burrus is registered as an investment adviser representative in TX (CRD 2463549), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.

### How much does Marathon Wealth Partners manage?

Marathon Wealth Partners reports $141.1M across 115 accounts in assets under management.

### How do I contact Jeffery Burrus?

Through Jeffery's website, marathonwealthpartners.com.

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/2463549): 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 and Form ADV: registration, exams, and firm facts, data as of October 29, 2026

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Source: Wellspent, the public graph of fee-only advisors (https://find.wellspent.co). No paid placement.