Noreen Burtner
Advisor at Facet
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.
Client services
Financial planning
Portfolio management
Fee options
$250 enrollment fee for members selecting billing cycles other than annual; waived for Foundations members
Account minimum: $500 initial purchase for investment accounts except High Yield account which has no minimum Minimum fee: Financial planning fees generally range from $100 to $9,000 annually on a flat membership fee, subscription basis depending on the member's planning needs Fee-only: Flat membership fee for financial planning services including investment management (no additional investment management fees)
Work history
Facet Wealth
2020 - Present (6 years)
Tiaa
2015 - 2020 (5 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.
Matthew G
Series 63, Series 66
Springfield, TN
Edward Jones
Sundi P
CFP®, Series 66
White House, TN
Edward Jones
Bethany G
CFP®, ChFC®, Series 66
White House, TN
Edward Jones
Heather T
Series 66
Springfield, TN
Edward Jones
Aaron S
Series 66
Greenbrier, TN
Edward Jones
Tj B
Series 66
Adams, TN
Narrow Road Financial Planning 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")