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Advisor

Johnny Burris

Burris Wealth Management · Surprise, Arizona

Johnny Burris is a fee-only financial advisor at Burris Wealth Management in Surprise, Arizona. Burris Wealth Management reports charging a percentage of assets and hourly fees on its Form ADV.

Percentage of assetsHourly Fee-only

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Facts

FirmBurris Wealth Management
Based in Surprise, Arizona
Fee model (firm's Form ADV)Percentage of assets · Hourly
Assets under management$11.6M across 39 accounts
SEC registration Investment adviser representative in AZ · CRD 2850953
Exams passedSeries 63 (1997) · Series 65 (2005) · Series 66 (2010)
Firm size1 employee
Disclosures Reported; see the SEC record

How Johnny's firm compares

  • Burris Wealth Management's average account is about $298,000, from its Form ADV (assets managed divided by 39 accounts).

What fee-only advisors charge in Arizona

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Questions about Johnny

Is Johnny Burris a fee-only financial advisor?

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

How does Johnny charge for financial advice?

Johnny's firm, Burris Wealth Management, reports charging a percentage of assets and hourly fees on its SEC Form ADV.

Where is Johnny Burris based?

Johnny Burris is based in Surprise, Arizona.

Is Johnny Burris registered with the SEC?

Yes. Johnny Burris is registered as an investment adviser representative in AZ (CRD 2850953), 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 Burris Wealth Management manage?

Burris Wealth Management reports $11.6M across 39 accounts in assets under management.

How do I contact Johnny Burris?

Contact details aren't on file yet. Search for Burris Wealth Management.

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.

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