Advisor at Clinton Burch Financial Planning
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Location
Bloomfield, IN
Credentials
Series 65
Industry experience
6 years
Clinton Burch is the principal of Clinton Burch Financial Planning, an independent firm in Bloomfield, Indiana. He holds a Series 65 credential and has six years of industry experience. In addition to his advisory work, he has been a public school teacher at Eastern Greene High School since 2007. He is also a 50% owner and managing member of ZEPTOFUND, LLC, an investment club that produces educational materials related to personal finance. Clinton Burch Financial Planning offers fee-only financial planning and investment advice primarily to individual households, focusing on comprehensive household plans and specific guidance such as employer-plan rollovers and college savings strategies. The firm follows a long-term, diversified, passive buy-and-hold investment approach centered on low-cost index funds and periodic rebalancing, with services offered on a fixed-fee or hourly basis.
Based on Clinton Burch Financial Planning
Based on Clinton Burch Financial Planning
Typically $1,200 per household for comprehensive financial plans; higher for more complex estates
$150 per hour billed in 15-minute increments
Fee-only: Flat fee of $1,200 for comprehensive financial plans; hourly fee of $150 per hour billed in 15-minute increments
Bloomfield, IN
Indiana
Burch and Daughters, L.L.C. d/b/a Clinton Burch Financial Planni
2019 - Present (7 years)
Eastern Greene High School
2007 - Present (19 years)
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Is not active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
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.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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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