Julianna Burkholder
Greenstone Wealth Management · Forest City, Iowa
Julianna Burkholder is a fee-only financial advisor at Greenstone Wealth Management in Forest City, Iowa. Greenstone Wealth Management reports charging a percentage of assets and fixed fees on its Form ADV.
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Facts
| Firm | Greenstone Wealth Management |
|---|---|
| Based in | Forest City, Iowa |
| Fee model (firm's Form ADV) | Percentage of assets · Fixed fees |
| Accepting new clients | Yes |
| Assets under management | $43.6M across 108 accounts |
| SEC registration | Investment adviser representative in IA · CRD 8178571 |
| Exams passed | Series 65 (2025) |
| Firm size | 5 employees |
| Disclosures | None reported |
| Website | www.greenstonewealth.com |
How Julianna's firm compares
- Greenstone Wealth Management's average account is about $404,000, from its Form ADV (assets managed divided by 108 accounts).
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Questions about Julianna
Is Julianna Burkholder a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Julianna holds no broker registration, and Greenstone Wealth Management reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Julianna charge for financial advice?
Julianna's firm, Greenstone Wealth Management, reports charging a percentage of assets and fixed fees on its SEC Form ADV.
Where is Julianna Burkholder based?
Julianna Burkholder is based in Forest City, Iowa.
Is Julianna Burkholder registered with the SEC?
Yes. Julianna Burkholder is registered as an investment adviser representative in IA (CRD 8178571), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Greenstone Wealth Management manage?
Greenstone Wealth Management reports $43.6M across 108 accounts in assets under management.
How do I contact Julianna Burkholder?
Through Julianna's website, www.greenstonewealth.com.
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
- Greenstone Wealth Management website : specialties, clients served, and fees, checked October 30, 2026
- 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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