William Burns
Burns Matteson Capital Management · Corning, New York
William Burns is a fee-only financial advisor at Burns Matteson Capital Management in Corning, New York, who holds the CFP and ChFC credentials. Burns Matteson Capital Management reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.
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Who they serve
- Retirees
- Ultra high net worth
- Multi-generational families
Facts
| Firm | Burns Matteson Capital Management |
|---|---|
| Based in | Corning, New York |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Assets under management | $400.4M across 1,042 accounts |
| Credentials | CFP · ChFC |
| SEC registration | Investment adviser representative in NY, TX · CRD 2269169 |
| Exams passed | Series 63 (1992) · Series 65 (1998) |
| Firm size | 6 employees |
| Disclosures | None reported |
| Website | www.burnsmatteson.com |
| Profile |
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Questions about William
Is William Burns a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: William holds no broker registration, and Burns Matteson Capital Management reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does William charge for financial advice?
William's firm, Burns Matteson Capital Management, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
Where is William Burns based?
William Burns is based in Corning, New York.
What credentials does William Burns hold?
William Burns holds the CFP and ChFC credentials.
Is William Burns registered with the SEC?
Yes. William Burns is registered as an investment adviser representative in NY and TX (CRD 2269169), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Burns Matteson Capital Management manage?
Burns Matteson Capital Management reports $400.4M across 1,042 accounts in assets under management.
How do I contact William Burns?
Through William's website, www.burnsmatteson.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
- Burns Matteson Capital 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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