Nathaniel Burne
Burne Financial Concepts · Watertown, Connecticut
Nathaniel Burne is a fee-only financial advisor at Burne Financial Concepts in Watertown, Connecticut, who holds the CFP credential. Burne Financial Concepts reports charging a percentage of assets and hourly fees on its Form ADV.
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Facts
| Firm | Burne Financial Concepts |
|---|---|
| Based in | Watertown, Connecticut |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly |
| Assets under management | $113.7M across 411 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in CT, FL, LA, TX · CRD 2400125 |
| Exams passed | Series 63 (1994) |
| Firm size | 1 employee |
| Disclosures | Reported; see the SEC record |
How Nathaniel's firm compares
- Burne Financial Concepts's average account is about $277,000, from its Form ADV (assets managed divided by 411 accounts).
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Questions about Nathaniel
Is Nathaniel Burne a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Nathaniel holds no broker registration, and Burne Financial Concepts reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Nathaniel charge for financial advice?
Nathaniel's firm, Burne Financial Concepts, reports charging a percentage of assets and hourly fees on its SEC Form ADV.
Where is Nathaniel Burne based?
Nathaniel Burne is based in Watertown, Connecticut.
What credentials does Nathaniel Burne hold?
Nathaniel Burne holds the CFP credential.
Is Nathaniel Burne registered with the SEC?
Yes. Nathaniel Burne is registered as an investment adviser representative in CT, FL, LA and TX (CRD 2400125), 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 Burne Financial Concepts manage?
Burne Financial Concepts reports $113.7M across 411 accounts in assets under management.
How do I contact Nathaniel Burne?
Contact details aren't on file yet. Search for Burne Financial Concepts.
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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