# Karen Burris

> Karen Burris is a fee-only financial advisor at White Sand Wealth Management in Liberty, Missouri. White Sand Wealth Management reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.

Page: https://find.wellspent.co/advisors/karen-burris/
Built from SEC adviser records; last checked October 30, 2026.

## Facts

- **Firm:** White Sand Wealth Management
- **Based in:** Liberty, Missouri
- **Fee model (firm's Form ADV):** Percentage of assets; Hourly; Fixed fees
- **Assets under management (firm):** $172.4M across 197 accounts
- **CRD:** 6097620 (https://adviserinfo.sec.gov/individual/summary/6097620)
- **SEC registration:** Investment adviser representative in KS, MO
- **Exams passed:** Series 65 (2013)
- **Firm size:** 7 employees
- **Disclosures:** None reported
- **Website:** https://wswm.net/

## Frequently asked questions

### Is Karen Burris a fee-only financial advisor?

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

### How does Karen charge for financial advice?

Karen's firm, White Sand Wealth Management, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.

### Where is Karen Burris based?

Karen Burris is based in Liberty, Missouri.

### Is Karen Burris registered with the SEC?

Yes. Karen Burris is registered as an investment adviser representative in KS and MO (CRD 6097620), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.

### How much does White Sand Wealth Management manage?

White Sand Wealth Management reports $172.4M across 197 accounts in assets under management.

### How do I contact Karen Burris?

Through Karen's website, wswm.net.

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/6097620): 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

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