Burr Financial Services, LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Total assets under management
$138,061,061
Total clients
159
34% high-net worth
Total advisors
3
of 3 employees
Firm size
Supported
1-3 advisors or $200M+ in AUM
Average clients per advisor
53
Average account size
$868,309
About
Burr Financial Services provides investment advisory and financial planning to individuals, high‑net‑worth clients, trusts and estates. Offerings include discretionary asset management (individual stocks, bonds, ETFs and mutual funds), retirement planning, trust and estate planning, tax integration, education planning and insurance planning, delivered as standalone services or as part of comprehensive wealth management.
The firm’s investment process combines sector analysis with fundamental, technical, cyclical and behavioral methods and uses an asset‑allocation framework derived from Modern Portfolio Theory to build strategic, dynamic, tactical and core‑satellite portfolios. Portfolios are tailored to each client’s objectives, risk tolerance and time horizon, monitored continuously and rebalanced as needed, and the firm may employ both long‑ and short‑term trading strategies.
The brochure discloses two uncommon affiliations for a firm of this size: a firm representative provides tax preparation and accounting services as an Enrolled Agent through a separate business the firm may recommend, and all representatives are licensed insurance agents/brokers who may receive customary commissions on insurance sales; both relationships are identified as potential conflicts of interest and are disclosed with described mitigants. The firm also documents its typical custody and execution arrangements—recommending Schwab Advisor Services as custodian—and describes practices for fee billing and standing letters of authorization where applicable.
Client services
Expertise
Fee options
2.00% annually
Main office location
Burr Financial Services, LLC
Sparks NV, United States
Number of offices
3
Most active in
California · Louisiana · Nevada · Texas · Washington
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.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Is not active or affiliated with:
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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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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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