Webster Burrier
MKT and Associates · Leland, North Carolina
Webster Burrier is a fee-only financial advisor at MKT and Associates in Leland, North Carolina. MKT and Associates reports charging a percentage of assets and hourly fees on its Form ADV.
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Facts
| Firm | MKT and Associates |
|---|---|
| Based in | Leland, North Carolina |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly |
| Assets under management | $378.7M across 545 accounts |
| SEC registration | Investment adviser representative in NC · CRD 7061229 |
| Exams passed | Series 63 (2019) · Series 66 (2019) |
| Firm size | 6 employees |
| Disclosures | None reported |
| Website | atlaspointwealth.com |
How Webster's firm compares
- MKT and Associates's average account is about $695,000, from its Form ADV (assets managed divided by 545 accounts).
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Questions about Webster
Is Webster Burrier a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Webster holds no broker registration, and MKT and Associates reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Webster charge for financial advice?
Webster's firm, MKT and Associates, reports charging a percentage of assets and hourly fees on its SEC Form ADV.
Where is Webster Burrier based?
Webster Burrier is based in Leland, North Carolina.
Is Webster Burrier registered with the SEC?
Yes. Webster Burrier is registered as an investment adviser representative in NC (CRD 7061229), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does MKT and Associates manage?
MKT and Associates reports $378.7M across 545 accounts in assets under management.
How do I contact Webster Burrier?
Through Webster's website, atlaspointwealth.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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