Jeffrey Burton
Sapere Wealth Management · Charlottesville, Virginia
Jeffrey Burton is a fee-only financial advisor at Sapere Wealth Management in Charlottesville, Virginia. Sapere Wealth Management reports charging a percentage of assets and fixed fees on its Form ADV.
Request an introduction to Jeffrey →
Facts
| Firm | Sapere Wealth Management |
|---|---|
| Based in | Charlottesville, Virginia |
| Fee model (firm's Form ADV) | Percentage of assets · Fixed fees |
| Assets under management | $604.8M across 240 accounts |
| SEC registration | Investment adviser representative in VA · CRD 4496330 |
| Exams passed | Series 63 (2002) · Series 66 (2005) |
| Firm size | 7 employees |
| Disclosures | Reported; see the SEC record |
| Website | www.sapere.com |
| Profile |
How Jeffrey's firm compares
- Sapere Wealth Management's average account is about $2.5 million, from its Form ADV (assets managed divided by 240 accounts).
Request an introduction to Jeffrey
Tell Jeffrey a little about what you're looking for. Jeffrey 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 Jeffrey
Is Jeffrey Burton a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Jeffrey holds no broker registration, and Sapere Wealth Management reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Jeffrey charge for financial advice?
Jeffrey's firm, Sapere Wealth Management, reports charging a percentage of assets and fixed fees on its SEC Form ADV.
Where is Jeffrey Burton based?
Jeffrey Burton is based in Charlottesville, Virginia.
Is Jeffrey Burton registered with the SEC?
Yes. Jeffrey Burton is registered as an investment adviser representative in VA (CRD 4496330), per SEC Investment Adviser Public Disclosure data as of October 29, 2026. The record lists disclosures; see the SEC record for details.
How much does Sapere Wealth Management manage?
Sapere Wealth Management reports $604.8M across 240 accounts in assets under management.
How do I contact Jeffrey Burton?
Through Jeffrey's website, www.sapere.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
- 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.