Neil Brown
Burkett Financial Services · Rock Hill, South Carolina
Neil Brown is a fee-only financial advisor at Burkett Financial Services in Rock Hill, South Carolina, who holds the CFP credential. Burkett Financial Services reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.
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Facts
| Firm | Burkett Financial Services |
|---|---|
| Based in | Rock Hill, South Carolina |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Assets under management | $572.6M across 1,525 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in SC, TX · CRD 5145080 |
| Firm size | 7 employees |
| Disclosures | None reported |
| Website | www.burkettfs.com |
How Neil's firm compares
- Burkett Financial Services's average account is about $375,000, from its Form ADV (assets managed divided by 1,525 accounts).
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Questions about Neil
Is Neil Brown a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Neil holds no broker registration, and Burkett Financial Services reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Neil charge for financial advice?
Neil's firm, Burkett Financial Services, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
Where is Neil Brown based?
Neil Brown is based in Rock Hill, South Carolina.
What credentials does Neil Brown hold?
Neil Brown holds the CFP credential.
Is Neil Brown registered with the SEC?
Yes. Neil Brown is registered as an investment adviser representative in SC and TX (CRD 5145080), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Burkett Financial Services manage?
Burkett Financial Services reports $572.6M across 1,525 accounts in assets under management.
How do I contact Neil Brown?
Through Neil's website, www.burkettfs.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
- 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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