# John Burns

> John Burns is a fee-only financial advisor at Factor Wealth Management in Chicago, Illinois, who holds the CFP credential. John focuses on tax planning, estate & legacy planning and retirement planning. Factor Wealth Management reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.

Page: https://find.wellspent.co/advisors/john-burns/
Built from SEC adviser records and the firm's website; last checked October 30, 2026.

## Facts

- **Firm:** Factor Wealth Management
- **Based in:** Chicago, Illinois
- **Fee model (firm's Form ADV):** Percentage of assets; Hourly; Fixed fees
- **Assets under management (firm):** $781.0M across 880 accounts
- **Credentials:** CFP
- **Specialties:** Tax planning, Estate & legacy planning, Retirement planning, Founders (pre-exit), Equity compensation
- **Works with:** Founders, Executives, Retirees, High earners, Multi-generational families
- **CRD:** 6677158 (https://adviserinfo.sec.gov/individual/summary/6677158)
- **SEC registration:** Investment adviser representative in IL, TX
- **Exams passed:** Series 63 (2016), Series 66 (2017)
- **Firm size:** 8 employees
- **Disclosures:** None reported
- **Website:** https://factorwealth.com/

## Frequently asked questions

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

Yes, according to SEC records as of October 29, 2026: John holds no broker registration, and Factor Wealth 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, Factor Wealth Management, 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 Chicago, Illinois.

### What does John specialize in?

John's specialties include tax planning, estate & legacy planning, retirement planning, founders (pre-exit) and equity compensation. John works with founders, executives, retirees, high earners and multi-generational families.

### 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 IL and TX (CRD 6677158), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.

### How much does Factor Wealth Management manage?

Factor Wealth Management reports $781.0M across 880 accounts in assets under management.

### How do I contact John Burns?

Through John's website, factorwealth.com.

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/6677158): 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
- The firm's website (https://factorwealth.com/): specialties, clients served, and fees, checked October 30, 2026

---

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