# John Burke

> John Burke is a fee-only financial advisor at Total Wealth Planning and Management in Ponte Vedra, Florida. Total Wealth Planning and Management reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.

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

## Facts

- **Firm:** Total Wealth Planning and Management
- **Based in:** Ponte Vedra, Florida
- **Fee model (firm's Form ADV):** Percentage of assets; Hourly; Fixed fees
- **Assets under management (firm):** $238.8M across 412 accounts
- **CRD:** 35780 (https://adviserinfo.sec.gov/individual/summary/35780)
- **SEC registration:** Investment adviser representative in AK, FL
- **Exams passed:** Series 63 (1987), Series 65 (1997)
- **Firm size:** 8 employees
- **Disclosures:** Reported; see the SEC record
- **Website:** https://www.buzzsprout.com/617029

## Frequently asked questions

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

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

### How does John charge for financial advice?

John's firm, Total Wealth Planning and Management, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.

### Where is John Burke based?

John Burke is based in Ponte Vedra, Florida.

### Is John Burke registered with the SEC?

Yes. John Burke is registered as an investment adviser representative in AK and FL (CRD 35780), 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 Total Wealth Planning and Management manage?

Total Wealth Planning and Management reports $238.8M across 412 accounts in assets under management.

### How do I contact John Burke?

Through John's website, www.buzzsprout.com/617029.

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/35780): 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.