Burgos & Brein Wealth Management
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$0
Clients
98
0% high-net worth
Advisors
1
of 2 employees
Firm type
Independent
1 advisor
Fewer clients per advisor generally means more personalized, proactive service. Higher ratios may reflect streamlined models or lower minimums.
Clients per advisor
98
Very HighAverage account size
$0
About
Burgos & Brein Wealth Management is a fee-based financial planning and consulting firm that works with individual clients on retirement, cash flow, estate planning, and long-term care planning. The firm delivers written financial plans and periodic reviews and acts mainly as a facilitator to implement recommendations rather than as a discretionary portfolio manager.
BBWM does not maintain or directly manage client investment accounts or charge percentage-of-assets management fees; instead it provides planning on an hourly basis and refers clients to third‑party money managers for portfolio management. When third‑party managers are used, BBWM serves as a liaison, reviews quarterly reports, and discloses the third party’s Form ADV and fee schedule to clients.
Notable differences from many peers include the firm’s ties to the insurance industry: supervised personnel maintain an outside insurance-agent practice and the firm’s members are affiliated with entities that sell insurance products, which can create commission-related conflicts disclosed in the brochure. The firm also receives referral or solicitor fees from third‑party money managers, a revenue arrangement it discloses and offsets with written disclosures and client consent.
Client services
Financial planning
Selection of other advisers
Expertise
General retirement planning
General estate planning guidance
Cash flow / budgeting
Fee options
$0 - $499,999: 1.75% $500,001 - $999,999: 1.40% $1,000,000+: 1.05%
Insurance commissions earned by advisor in affiliated insurance activities.
Financial planning services charged at $350 per hour.
Fee-only: Financial planning at $350 per hour, due at signing; no flat AUM fee charged by BBWM directly.
Main office location
Burgos & Brein Wealth Management
1060 Woodcock Road
Orlando FL 32803, United States
Number of offices
2
Most active in
Burgos & Brein Wealth Management has reported serving >5 clients in these states in the last 12 months.
Florida
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
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 active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
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.
-
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.
Forms ADV
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