Advisor at Burkholder & Associates, LLC
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
Burkholder & Associates, LLC
Location
Lewes, DE
Credentials
CFP®, Series 66
Industry experience
22 years
Nicholas Burkholder is a CFP® with 22 years of industry experience, currently serving at Burkholder & Associates, LLC since 2021. Prior to founding his firm, he worked for Lincoln Financial Advisor and Lincoln National Life Insurance Co. for 17 years. He also offers seminars and writes articles on financial planning topics. Burkholder & Associates provides discretionary portfolio management, pension consulting, and financial planning to individuals, business owners, pension and profit-sharing plans, and charitable organizations. The firm uses fundamental analysis, modern portfolio theory, and quantitative methods in its investment approach and offers tailored investment policy statements and ongoing management under discretionary authority.
Based on Burkholder & Associates, LLC
Based on Burkholder & Associates, LLC
1.35% to 0.50%
Advisors are registered representatives and insurance agents who may receive commissions from sales of investment and insurance products to clients.
Hourly fees between $150 and $400 for pension consulting and financial planning services.
Fee-only: Fixed fees between $5,000 and $50,000 for pension consulting and financial planning services.
Lewes, DE
Delaware · Maryland
Private Client Services
2021 - Present (5 years)
Burkholder & Associates, LLC
2021 - Present (5 years)
Lincoln Financial Advisor
2004 - 2021 (17 years)
Lincoln National Life Insurance Co.
2004 - 2021 (17 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.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Is not active or affiliated with:
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.
Series 65
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