Jeremy Welch
Burton Enright Welch · Walnut Creek, California
Jeremy Welch is a fee-only financial advisor at Burton Enright Welch in Walnut Creek, California, who holds the CFP credential. Jeremy charges a percentage of assets (no asset minimum) and focuses on tax planning, estate & legacy planning and retirement planning.
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Specialties
Who they serve
- Multi-generational families
- Executives
Facts
| Firm | Burton Enright Welch |
|---|---|
| Based in | Walnut Creek, California |
| Fee model | Percentage of assets |
| Fees (firm's website) | No asset minimum |
| Works virtually | Yes |
| Accepting new clients | Yes |
| Assets under management | $1.55B across 2,350 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in CA · CRD 4812552 |
| Exams passed | Series 63 (2005) · Series 65 (2007) |
| Firm size | 19 employees |
| Disclosures | None reported |
| Website | www.bewinvest.com |
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Questions about Jeremy
Is Jeremy Welch a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Jeremy holds no broker registration, and Burton Enright Welch reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Jeremy charge for financial advice?
Jeremy charges a percentage of assets.
How much does Jeremy charge?
According to Burton Enright Welch's website, checked October 30, 2026: no asset minimum.
Does Jeremy work with clients virtually?
Yes. Burton Enright Welch says on its website that it works with clients remotely.
Where is Jeremy Welch based?
Jeremy Welch is based in Walnut Creek, California.
What does Jeremy specialize in?
Jeremy's specialties include tax planning, estate & legacy planning and retirement planning. Jeremy works with multi-generational families and executives.
What credentials does Jeremy Welch hold?
Jeremy Welch holds the CFP credential.
Is Jeremy Welch registered with the SEC?
Yes. Jeremy Welch is registered as an investment adviser representative in CA (CRD 4812552), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Burton Enright Welch manage?
Burton Enright Welch reports $1.55B across 2,350 accounts in assets under management.
How do I contact Jeremy Welch?
Through Jeremy's website, www.bewinvest.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
- Burton Enright Welch 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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