# Joanne Burke

> Joanne Burke is a fee-only financial advisor at Birch Street Financial Advisors LLC in Vienna, Virginia, who holds the CFP, CPA and PFS credentials. Joanne focuses on retirement planning, tax planning and estate & legacy planning. Birch Street Financial Advisors LLC reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.

Page: https://find.wellspent.co/advisors/joanne-burke/
Built from public directory listings; last checked April 21, 2026.

## Facts

- **Firm:** Birch Street Financial Advisors LLC
- **Based in:** Vienna, Virginia
- **Fee model (firm's Form ADV):** Percentage of assets; Hourly; Fixed fees
- **Assets under management (firm):** $63.6M across 85 accounts
- **Credentials:** CFP, CPA, PFS
- **Specialties:** Retirement planning, Tax planning, Estate & legacy planning
- **Works with:** Pre-retirees, Retirees
- **CRD:** 7042476 (https://adviserinfo.sec.gov/individual/summary/7042476)
- **SEC registration:** Investment adviser representative in TX, VA
- **Firm size:** 2 employees
- **Disclosures:** None reported
- **Website:** https://birchstreetadvisors.com

## Frequently asked questions

### Is Joanne Burke a fee-only financial advisor?

Yes. Joanne Burke is listed in the XY Planning Network directory (XYPN members are fee-only). SEC records as of October 27, 2026 show no broker registration and no commission compensation reported by Joanne's firm.

### How does Joanne charge for financial advice?

Joanne's firm, Birch Street Financial Advisors LLC, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.

### Where is Joanne Burke based?

Joanne Burke is based in Vienna, Virginia.

### What does Joanne specialize in?

Joanne's specialties include retirement planning, tax planning and estate & legacy planning. Joanne works with pre-retirees and retirees.

### What credentials does Joanne Burke hold?

Joanne Burke holds the CFP, CPA and PFS credentials.

### Is Joanne Burke registered with the SEC?

Yes. Joanne Burke is registered as an investment adviser representative in TX and VA (CRD 7042476), per SEC Investment Adviser Public Disclosure data as of October 27, 2026.

### How much does Birch Street Financial Advisors LLC manage?

Birch Street Financial Advisors LLC reports $63.6M across 85 accounts in assets under management.

### How do I contact Joanne Burke?

Through Joanne's website, birchstreetadvisors.com.

## Sources

- XY Planning Network directory listing (https://www.xyplanningnetwork.com/find-an-advisor/joanne-burke-10915): XYPN members are fee-only
- SEC Investment Adviser Public Disclosure and Form ADV: registration, exams, and firm facts, data as of October 27, 2026
- The firm's website (https://birchstreetadvisors.com/): specialties, clients served, and fees, checked October 28, 2026

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