John Burns
Oakview Wealth Solutions · Saint Charles, Missouri
John Burns is a fee-only financial advisor at Oakview Wealth Solutions in Saint Charles, Missouri, who holds the CFP credential. Oakview Wealth Solutions reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.
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Facts
| Firm | Oakview Wealth Solutions |
|---|---|
| Based in | Saint Charles, Missouri |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Assets under management | $28.4M across 223 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in MO · CRD 5993698 |
| Exams passed | Series 66 (2011) |
| Firm size | 1 employee |
| Disclosures | None reported |
| Website | www.oakviewwealth.biz |
How John's firm compares
- Oakview Wealth Solutions's average account is about $127,000, from its Form ADV (assets managed divided by 223 accounts).
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Questions about John
Is John Burns a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: John holds no broker registration, and Oakview Wealth Solutions 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, Oakview Wealth Solutions, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
Where is John Burns based?
John Burns is based in Saint Charles, Missouri.
What credentials does John Burns hold?
John Burns holds the CFP credential.
Is John Burns registered with the SEC?
Yes. John Burns is registered as an investment adviser representative in MO (CRD 5993698), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Oakview Wealth Solutions manage?
Oakview Wealth Solutions reports $28.4M across 223 accounts in assets under management.
How do I contact John Burns?
Through John's website, www.oakviewwealth.biz.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Other fee-only advisors in Saint Charles
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.
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