Firm
Burton Enright Welch
Walnut Creek, California
Fee-only
Facts
| Based in | Walnut Creek, California |
|---|---|
| Website | bewinvest.com |
| Phone | (925) 932-8010 |
Burton Enright Welch fees
What the firm's own website says it charges, checked October 30, 2026. We keep a price only when the exact words stating it appear on the page.
| Account minimum | None |
|---|---|
| How it charges | Percentage of assets |
In the firm's words
"We don’t set a minimum investment threshold for new clients" source
"we charge clients a fee based on a percentage of assets under management." source
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 · Fixed fees |
|---|---|
| Assets managed | $1.6 billion |
| Individual clients | 241 |
| Financial planning | Offered |
| Form ADV filed | July 29, 2026 |
| SEC record | CRD 118376 |