# Mervin Burton

> Mervin Burton is a fee-only financial advisor at Beatrice Advisors in New York, New York, who holds the CFA credential. Mervin focuses on family wealth transfer, small business owners and founders (pre-exit). Beatrice Advisors reports charging a percentage of assets and fixed fees on its Form ADV.

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

## Facts

- **Firm:** Beatrice Advisors
- **Based in:** New York, New York
- **Fee model (firm's Form ADV):** Percentage of assets; Fixed fees
- **Assets under management (firm):** $282.3M across 225 accounts
- **Credentials:** CFA
- **Specialties:** Family wealth transfer, Small business owners, Founders (pre-exit)
- **Works with:** Ultra high net worth, Multi-generational families, Founders
- **CRD:** 2372701 (https://adviserinfo.sec.gov/individual/summary/2372701)
- **SEC registration:** Investment adviser representative in NY
- **Firm size:** 11 employees
- **Disclosures:** None reported
- **Website:** https://www.beatriceadvisors.com/

## Frequently asked questions

### Is Mervin Burton a fee-only financial advisor?

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

### How does Mervin charge for financial advice?

Mervin's firm, Beatrice Advisors, reports charging a percentage of assets and fixed fees on its SEC Form ADV.

### Where is Mervin Burton based?

Mervin Burton is based in New York, New York.

### What does Mervin specialize in?

Mervin's specialties include family wealth transfer, small business owners and founders (pre-exit). Mervin works with ultra high net worth, multi-generational families and founders.

### What credentials does Mervin Burton hold?

Mervin Burton holds the CFA credential.

### Is Mervin Burton registered with the SEC?

Yes. Mervin Burton is registered as an investment adviser representative in NY (CRD 2372701), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.

### How much does Beatrice Advisors manage?

Beatrice Advisors reports $282.3M across 225 accounts in assets under management.

### How do I contact Mervin Burton?

Through Mervin's website, www.beatriceadvisors.com.

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/2372701): 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://beatriceadvisors.com/): specialties, clients served, and fees, checked October 30, 2026

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