Terrence Burke
Trader Wealth Management · Barrington, Illinois
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.
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Specialties
Who they serve
- High earners
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 | $93.5M across 325 accounts |
| SEC registration | Investment adviser representative in IL · CRD 6640216 |
| Exams passed | Series 65 (2016) |
| Firm size | 3 employees |
| Disclosures | None reported |
| Website | www.traderwm.com |
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Questions about Terrence
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.
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
- Trader Wealth Management website : specialties, clients served, and fees, checked October 30, 2026
- 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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