Michael Burke
Advisor at AMB Financial LLC
Updated today
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.
About
Michael Burke is a financial advisor at AMB Financial LLC in Temecula, CA, holding a Series 65 credential with one year of industry experience. He has worked at AMB Financial since 2023 and concurrently maintains a clinical practice as an orthodontist at Burke and Redford Orthodontics, where he has been diagnosing and treating patients since 2013. AMB Financial serves individual investors, some high-net-worth clients, and business entities by providing fee-only investment management and financial planning. The firm emphasizes asset allocation using a combination of passive and active strategies and operates primarily on a non-discretionary basis with a small, hands-on client roster.
Expertise
Based on AMB Financial LLC
Business ownership considerations
Cash flow / budgeting
College savings (529s, UTMA, etc.)
Retirement income strategy
Fee options
Project-Based Financial Planning fixed fee $500-$5,000; Ongoing Financial Planning fixed fee range $500-$5,000 paid quarterly; Initial comprehensive financial plan fee up to $2,500 (may be waived or reduced)
$0 - $500,000: Flat fee $1,000/year $500,001 - $1,000,000: Flat fee $3,000/year Above $1,000,000+: Flat fee $5,000/year
Project-Based Financial Planning hourly rate of $200/hour
Minimum fee: $1,000/year for accounts $0-$500,000; $3,000/year for $500,001-$1,000,000; $5,000/year for above $1,000,000 Fee-only: Ongoing Financial Planning: Fixed fees ranging from $500 to $5,000 paid quarterly in advance; Project-Based Financial Planning: Fixed fees $500-$5,000 or hourly rate $200/hour
Location
Temecula, CA
Most active in
Michael B has reported serving >5 clients in these states in the last 12 months.
California
Work history
AMB Financial, LLC
2023 - Present (3 years)
Burke and Redford Orthodontics
2013 - Present (13 years)
Disclosures
Disclosures include customer complaints, regulatory actions, employment terminations, bankruptcies, and certain legal protections.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
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.
Brent L
Series 66
Temecula, CA
Granite Wealth Advisors
Scott W
Series 66
Fallbrook, CA
WealthLynk, Inc.
Nalin B
Series 63, Series 66
Murrieta, CA
Fireplace Financial Inc
Darren S
CFA®
Fallbrook, CA
Yorkville Capital Management LLC
Glenn C
CFP®, Series 66
Temecula, CA
GC Asset Management
Karen C
Series 63, Series 65
Temecula, CA
Corcoran Wealth Management LLC
Not sure where to start?
We'll help you think it through – whether you ultimately need an advisor or not.
Warmer provides personalized recommendations and introductions to independent fiduciary advisors. We do not supervise advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
Each advisor listed on our site is an independent fiduciary responsible for their own advice. Warmer may receive fees from advisors for participation or referrals; these fees are paid by advisors and do not affect the fees clients pay for advisory services.
For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Please review an advisor's Form ADV and do your own diligence before entering into an advisory relationship.
By using our service, you agree to Warmer's Terms of Service and Advisory Agreement and Privacy Policy. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. ("Warmer")