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Burwell Geiger

Arkadios Wealth Advisors
39 Years of Experience
Acworth, GA
BrokerSells Insurance
View SEC Summary
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Burwell Geiger is a registered investment advisor at Arkadios Wealth Advisors, based in Acworth, GA, with 39 years of industry experience. Burwell is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Alternative Investments, Business Owners, Estate Planning, High Net Worth, and 3 more. Their firm serves 14,886 clients with $8.8B in assets under management.

Arkadios Wealth Advisors
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
220 advisors
Number of Clients
14,886 clients
Average Client Portfolio
$590K average
Assets Under Management
$8.8B

Fee Structure

Minimum Investment:$10K
Investment management only (planning not offered)
Minimum Annual Fee:$125
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $250K2.00%
$250K - $500K1.75%
$500K+1.50%

Rates reflect maximum annual fees for Crest Accounts. Third-party manager accounts have a separate schedule ranging up to 2.25%. Fees are negotiable.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
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Location

Acworth, GA

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business ActivitiesSells Insurance

Burwell is an agent with ASH Brokerage selling life and long-term care insurance since 2005. This requires minimal time.

Employment History
Current Registrations
Arkadios Wealth Advisors
September 2024 - Present · 2 yrs 1 mo
Arkadios Capital
February 2017 - Present · 9 yrs 8 mos
Arkadios CapitalBroker
February 2017 - Present · 9 yrs 8 mos
Previous Registrations
Epg Wealth Management LLC
March 2020 - September 2024 · 4 yrs 6 mos
Acg Wealth INC.
December 2011 - November 2020 · 8 yrs 11 mos
Triad Advisors, INC.
September 2007 - March 2012 · 4 yrs 6 mos
Triad Advisors, INC.Broker
August 2004 - February 2017 · 12 yrs 6 mos
Financial Planning Securities, INC.Broker
November 1992 - December 2004 · 12 yrs 1 mo
Brokers Transaction Services, INC.Broker
September 1992 - November 1992 · 2 mos
Cromwell Securities, INC.Broker
September 1991 - September 1992 · 1 yr
Anchor National Financial Services, INC.Broker
July 1989 - April 1991 · 1 yr 9 mos
Waddell & Reed, INC.Broker
June 1986 - July 1989 · 3 yrs 1 mo
State Registrations20 states
ALAZCACOFLGAILKYMAMINCNJNYOHPASCTNTXVAWI
AdvisorBrokerBoth

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.
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