Advisor at Lindsey Financial, Inc.
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Firm
Lindsey Financial, Inc.
Location
Redlands, CA 92374
Credentials
CFP®, Series 63, Series 65
Industry experience
21 years
Burton Williamson is a CFP® professional with 20 years of industry experience, currently serving at Lindsey Financial, Inc. since 2025. Prior to this, he worked at PlanPrep, LLC for 18 years. He is also a published author, a non-investment activity he has maintained since mid-2024. Lindsey Financial, Inc. provides fee-based financial planning to individual and corporate clients, focusing on tailored plans rather than direct investment management. The firm operates with two advisors and refers clients to third-party money managers for portfolio implementation.
Based on Lindsey Financial, Inc.
Flat fee ranging from $5,000 to $250,000 per financial plan, negotiable
Fee-only: Flat fee ranging from $5,000 to $250,000 per financial plan, negotiated case-by-case
1980 Orange Tree Lane, Suite 270
Redlands, CA 92374
California · Texas
Lindsey Financial, Inc.
2025 - Present (1 year)
PlanPrep, LLC
2006 - 2024 (18 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Is not active or affiliated with:
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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