John Burke
Total Wealth Planning and Management · Ponte Vedra, Florida
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.
Request an introduction to John →
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 | $238.8M across 412 accounts |
| SEC registration | Investment adviser representative in AK, FL · CRD 35780 |
| Exams passed | Series 63 (1987) · Series 65 (1997) |
| Firm size | 8 employees |
| Disclosures | Reported; see the SEC record |
| Website | www.buzzsprout.com/617029 |
How John's firm compares
- Total Wealth Planning and Management's average account is about $580,000, from its Form ADV (assets managed divided by 412 accounts).
Request an introduction to John
Tell John a little about what you're looking for. John 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 John
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.
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.