B
Burne Financial Concepts, LLC
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Total assets under management
$113,700,000
Total clients
144
16% high-net worth
Total advisors
1
of 1 employees
Firm size
Independent
1 advisor
Average clients per advisor
144
Average account size
$789,583
About
Burne Financial Concepts is a small SEC-registered independent advisory firm managing about $113.7 million for roughly 144 clients. It provides discretionary investment management, financial planning, and retirement plan advisory services to individuals, high-net-worth clients, charitable organizations and pension/profit-sharing plans.
The firm builds customized, primarily long‑term portfolios that rely on low‑cost diversified mutual funds and ETFs and may include individual stocks or bonds and retained legacy positions for tax or fit reasons. Investment selection blends fundamental analysis with technical, cyclical and charting approaches, and accounts are monitored continuously with formal reviews at least annually.
Distinctive features include serving charitable organizations and acting as an ERISA 3(38) fiduciary for retirement plans—roles that are uncommon among peer solo advisers—and offering plan-level services such as performance reporting and participant enrollment and education tracking. The firm’s principal also maintains a separate LLC that holds investment real estate, an outside business activity disclosed in the brochure.
Client services
Financial planning
Portfolio management
Expertise
Wealth management
Retirement plans for business owners (SEP, solo 401k)
Fee options
$0 - $250,000: 1.50% $250,001 - $500,000: 0.85% $500,001 - $1,000,000: 0.75% $1,000,001 - $2,500,000: 0.65% $2,500,001 - $5,000,000: 0.55% Over $5,000,000+: 0.50%
Financial planning services at $200 to $350 per hour.
Fee-only: Financial planning services on an hourly basis ranging from $200 to $350 per hour, fees negotiable based on complexity and relationship.
Main office location
Burne Financial Concepts, LLC
51 Depot Street, Suite 105 B
Watertown CT 06795, United States
Number of offices
1
Most active in
Burne Financial Concepts, LLC has reported serving >5 clients in these states in the last 12 months.
Connecticut · Florida · Louisiana · Massachusetts · Texas
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 not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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