# Terrence Burke

> Terrence Burke is a fee-only financial advisor at Trader Wealth Management in Barrington, Illinois. Terrence focuses on tax planning. Trader Wealth Management reports charging a percentage of assets, hourly fees, fixed fees and performance-based fees on its Form ADV.

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

## Facts

- **Firm:** Trader Wealth Management
- **Based in:** Barrington, Illinois
- **Fee model (firm's Form ADV):** Percentage of assets; Hourly; Fixed fees; Performance-based fees
- **Assets under management (firm):** $93.5M across 325 accounts
- **Specialties:** Tax planning
- **Works with:** High earners
- **CRD:** 6640216 (https://adviserinfo.sec.gov/individual/summary/6640216)
- **SEC registration:** Investment adviser representative in IL
- **Exams passed:** Series 65 (2016)
- **Firm size:** 3 employees
- **Disclosures:** None reported
- **Website:** http://www.traderwm.com

## Frequently asked questions

### Is Terrence Burke a fee-only financial advisor?

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

### How does Terrence charge for financial advice?

Terrence's firm, Trader Wealth Management, reports charging a percentage of assets, hourly fees, fixed fees and performance-based fees on its SEC Form ADV.

### Where is Terrence Burke based?

Terrence Burke is based in Barrington, Illinois.

### What does Terrence specialize in?

Terrence's specialties include tax planning. Terrence works with high earners.

### Is Terrence Burke registered with the SEC?

Yes. Terrence Burke is registered as an investment adviser representative in IL (CRD 6640216), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.

### How much does Trader Wealth Management manage?

Trader Wealth Management reports $93.5M across 325 accounts in assets under management.

### How do I contact Terrence Burke?

Through Terrence's website, www.traderwm.com.

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/6640216): 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://www.traderwm.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.