Jeffery Burrus
Marathon Wealth Partners · Austin, Texas
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.
Request an introduction to Jeffery →
Facts
| Firm | Marathon Wealth Partners |
|---|---|
| Based in | Austin, Texas |
| Fee model (firm's Form ADV) | Percentage of assets · Fixed fees |
| Assets under management | $141.1M across 115 accounts |
| SEC registration | Investment adviser representative in TX · CRD 2463549 |
| Exams passed | Series 63 (1994) · Series 65 (1994) |
| Firm size | 1 employee |
| Disclosures | None reported |
| Website | marathonwealthpartners.com |
How Jeffery's firm compares
- Marathon Wealth Partners's average account is about $1.2 million, from its Form ADV (assets managed divided by 115 accounts).
Request an introduction to Jeffery
Tell Jeffery a little about what you're looking for. Jeffery isn't on Wellspent yet, so we'll let them know you're looking for help and pass your message on when they join. No cost, no obligation.
Questions about Jeffery
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.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Other fee-only advisors in Austin
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.
See something wrong? Request a correction. Read our methodology.