Burkholder & Associates, LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Total assets under management
$287,361,178
Total clients
93
75% high-net worth
Total advisors
2
of 4 employees
Firm size
Supported
1-3 advisors or $200M+ in AUM
Average clients per advisor
47
Average account size
$3,089,905
About
Burkholder & Associates provides discretionary portfolio management, pension consulting, and financial planning to individuals (including high‑net‑worth clients), business owners, pension and profit‑sharing plans, and charitable organizations. The firm manages ongoing individual accounts and also advises pooled plan assets, producing written investment policy statements tailored to each client.
Advisory work is typically discretionary and documented with an Investment Policy Statement, with semi‑annual portfolio reviews and quarterly reporting to clients. The firm employs fundamental, modern portfolio theory and quantitative analysis and may use a range of strategies and instruments—including long‑ and short‑term trading, options, margin, ETFs, REITs, annuities, private placements and other fixed‑income and equity securities.
Several supervised persons also serve as registered representatives of a broker‑dealer and as licensed insurance agents and may receive commissions for sales of securities or insurance products; the firm discloses and documents these conflicts and notes clients are not required to implement recommendations through its representatives. Uncommonly for a firm of this size, Burkholder & Associates combines advisory management of pooled retirement plans with the ability to offer commissionable insurance and annuity products and fixed‑fee pension consulting services.
Client services
Expertise
Occupation focus
Fee options
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.
Main office location
Burkholder & Associates, LLC
2 Wisconsin Circle, Suite 700
Chevy Chase MD 20815, United States
Number of offices
3
Most active in
Delaware · District of Columbia · Florida · Louisiana · Maryland · Virginia
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
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.
Quick links
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")