Burton Wealth Management logo

Burton Wealth Management

Updated today
Find your advisor

Client assets under management

$43,117,997

Clients

92

32% high-net worth

Advisors

2

of 2 employees

Firm type

Supported

1-3 advisors or $200M+ in AUM

More info

Clients per advisor

46

Typical

Average account size

$468,674

About

Burton Wealth Management serves individuals, high net worth individuals, trusts, and estates and provides comprehensive wealth management services including discretionary portfolio management, financial planning, and retirement-account advice. The two-advisor firm manages about $43.1 million for roughly 92 clients and typically implements portfolios using mutual funds and ETFs alongside occasional individual securities or independent managers.

The firm’s investment approach is primarily long-term focused and combines fundamental and technical analysis to construct and monitor customized portfolios, with trading for rebalancing, tax management, or cash needs as circumstances require. Burton Wealth Management acts as fiduciary, offers written financial plans or consultations (hourly or fixed-fee engagements), and may recommend rollovers or Independent Managers while retaining oversight of outsourced strategies.

What distinguishes Burton Wealth Management from many peers is that it sponsors a wrap fee program that bundles securities transaction costs into a single advisory fee (see Appendix 1), and its materials note third‑party ratings in client disclosures. Advisory persons are also registered representatives of LPL Financial and the firm discloses receipt of platform and operational benefits from that custodian (software, trading desk access, block trading, and related services), which the brochure discusses as part of its custodian and conflicts disclosures.

Client services

Financial planning Portfolio management Selection of other advisers

Expertise

General estate planning guidance Charitable giving & philanthropy Cash flow / budgeting

Fee options

Fixed

Fixed fees up to $2,000 per engagement

Commissions

Commissions earned by Advisory Persons in separate capacity as registered representatives of LPL Financial and from insurance product sales

Project-based

Hourly fees up to $400 per hour

Other

Fee-only: Hourly fees up to $400 per hour; Fixed fees up to $2,000 per engagement

Main office location

Burton Wealth Management

14358 N Frank Lloyd Wright Blvd., Suite 8

Scottsdale AZ 85260, United States

Number of offices

1

Most active in

More info

Arizona · California

Disclosures

More info

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

More info

Forms ADV

Form ADV Part 2: Client Brochure

Quick links

Facebook Website 480-629-8144

Advisors at this firm

Scroll left Scroll right
user avatar

Anne B

Series 63, Series 66

Scottsdale, AZ

Burton Wealth Management

Anne Burton is a financial advisor with Burton Wealth Management in Scottsdale, AZ, holding Series 63 and Series 66 licenses and bringing 19 years of industry experience. She has been with Burton Wealth Management since 2014 and has also worked with LPL Financial LLC since 2006. Anne provides administrative support to Burton Wealth Management, dedicating significant time to this activity. Burton Wealth Management serves individuals, high-net-worth clients, trusts, and estates, offering discretionary investment management alongside comprehensive financial planning. The firm constructs customized portfolios primarily using mutual funds and exchange-traded funds, supplemented by individual securities or unaffiliated money managers, and maintains continuous client contact with a generally long-term investment orientation.

General estate planning guidance Charitable giving & philanthropy Cash flow / budgeting
user avatar

Donald B

CFP®, Series 63, Series 65

Scottsdale, AZ

Burton Wealth Management

Donald Burton is a CFP® with 36 years of industry experience, currently serving as an advisor at Burton Wealth Management in Scottsdale, AZ. He has been with Burton Wealth Management since 2014 and has a longstanding association with LPL Financial LLC dating back to 2005. In addition to his advisory role, he is licensed to sell health, life, long-term care insurance, and annuities. Burton Wealth Management advises individuals, high-net-worth clients, trusts, and estates, providing discretionary investment management alongside comprehensive financial planning. The firm constructs customized portfolios primarily using mutual funds and ETFs, employs both fundamental and technical analysis, and maintains continuous client contact with a generally long-term investment orientation.

General estate planning guidance Charitable giving & philanthropy Cash flow / budgeting
Warmer team member

Not sure where to start?

We'll help you think it through – whether you ultimately need an advisor or not.

Call (201) 292-4557

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")