Firm
Burne Financial Concepts
Watertown, Connecticut
Fee-only
Burne Financial Concepts at a glance
- One of 144 fee-only firms based in Connecticut in the Wellspent graph.
- 1 advisor is listed here, who holds the CFP.
- Its Form ADV reports 1 employee and 144 individual clients, 23 of them high net worth.
- Its average account is about $277,000 (assets it manages divided by its 411 accounts).
Fee-only advisors in Connecticut · What fee-only advisors charge in Connecticut
Facts
| Based in | Watertown, Connecticut |
|---|---|
| Phone | (860) 417-2518 |
Burne Financial Concepts fees
Burne Financial Concepts doesn't publish its prices on its website, or we couldn't confirm them word for word. Ask for its Form ADV Part 2A, which must describe its fees.
For comparison, fee-only firms that publish prices charge a median of $4,500 a year for ongoing planning, $2,000 for a one-time plan, $300 an hour, or 1% of assets. See the fee report.
What its SEC filing says
| Paid by | Percentage of assets · Hourly |
|---|---|
| Assets managed | $114 million |
| Individual clients | 121 |
| High-net-worth clients | 23 |
| Accounts managed | 411 |
| Employees | 1 |
| Planning clients | 0 |
| Registered with | The SEC (801-132246) |
| Financial planning | Offered |
| Form ADV filed | January 27, 2026 |
| SEC record | CRD 293013 |