B
Burns Financial Advisors, Inc.
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$9,009,711
Clients
107
0% high-net worth
Advisors
1
of 1 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
107
Very HighAverage account size
$84,203
About
Burns Financial Advisors, Inc. provides investment advisory and portfolio management services to individual clients and manages approximately $9.0 million in client assets across about 107 accounts. The firm offers standard advisory services for individuals, including ongoing portfolio oversight and financial planning support.
Its practice generally operates under asset‑based fee arrangements common among independent advisors while delivering discretionary and non‑discretionary portfolio management. In addition to advisory services, the firm is also a registered representative of a broker‑dealer and employs performance‑based fee arrangements for certain client accounts.
Both the broker‑dealer registration and the use of performance‑linked compensation are uncommon among independent advisory firms, so Burns combines advisory and brokerage capabilities in ways that differ from most peers. The firm’s relatively small asset base and client count suggest it manages tailored account structures that may accommodate these alternate compensation arrangements.
Client services
Portfolio management
Main office location
Burns Financial Advisors, Inc.
5005 Rockside Road Suite 600
Independence OH 44131, United States
Number of offices
1
Most active in
Burns Financial Advisors, Inc. has reported serving >5 clients in these states in the last 12 months.
Ohio
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:
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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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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.
Forms ADV
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