Tracy Burke
Conrad Siegel Investment Advisors, Inc. · Naples, Florida
Tracy Burke is a fee-only financial advisor at Conrad Siegel Investment Advisors, Inc. in Naples, Florida, who holds the CFP and ChFC credentials. Conrad Siegel Investment Advisors, Inc. reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.
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Facts
| Firm | Conrad Siegel Investment Advisors, Inc. |
|---|---|
| Based in | Naples, Florida |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Assets under management | $12.13B across 1,218 accounts |
| Credentials | CFP · ChFC |
| SEC registration | Investment adviser representative in PA, TX · CRD 5204129 |
| Exams passed | Series 63 (2006) · Series 65 (2008) |
| Firm size | 29 employees |
| Disclosures | None reported |
| Website | conradsiegeladvisors.com |
| Profile |
How Tracy's firm compares
- Conrad Siegel Investment Advisors, Inc.'s average account is about $10.0 million, from its Form ADV (assets managed divided by 1,218 accounts).
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Questions about Tracy
Is Tracy Burke a fee-only financial advisor?
Yes. Tracy Burke is listed in the NAPFA directory (NAPFA admits only fee-only advisors). SEC records as of October 27, 2026 show no broker registration and no commission compensation reported by Tracy's firm.
How does Tracy charge for financial advice?
Tracy's firm, Conrad Siegel Investment Advisors, Inc., reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
Where is Tracy Burke based?
Tracy Burke is based in Naples, Florida.
What credentials does Tracy Burke hold?
Tracy Burke holds the CFP and ChFC credentials.
Is Tracy Burke registered with the SEC?
Yes. Tracy Burke is registered as an investment adviser representative in PA and TX (CRD 5204129), per SEC Investment Adviser Public Disclosure data as of October 27, 2026.
How much does Conrad Siegel Investment Advisors, Inc. manage?
Conrad Siegel Investment Advisors, Inc. reports $12.13B across 1,218 accounts in assets under management.
How do I contact Tracy Burke?
Through Tracy's website, conradsiegeladvisors.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- NAPFA directory listing : NAPFA admits only fee-only advisors
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 27, 2026
- Directory listing last checked April 21, 2026.
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