John Burns
John Burns is a CFP-designated registered investment advisor at Exencial Wealth Advisors, based in Oklahoma City, OK, with 24 years of industry experience. John operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, Investment Management, Retirement Planning, and 1 more. Their firm serves 3,215 clients with $5.3B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Exencial Wealth Advisors charges a percentage of the value of your portfolio each year. This fee can vary based on the size of your portfolio and the services provided, but is generally around 1%. Ultra-high net worth clients may be offered a flat annual fee plus an asset-based fee. Fees are charged quarterly, in advance. Clients may also incur fees charged by custodians, brokers, and other third parties.
Location
9108 N. Kelley Avenue, Oklahoma City, OK, 73131
Get directionsHistory
Regulatory History (1)
Customer Dispute
June 2005Other Business ActivitiesSells Insurance
John owns greater than 60% of Burns Wealth Management, Inc. and is an independent insurance agent for various companies, dedicating minimal time per year to the insurance business. He also has ownership in GB Investments, LLC and JFB Holdings, LLC, dedicating minimal time per month to each.
Employment History
Current Registrations
Exencial Wealth Advisors
Previous Registrations
Cambridge Investment Reserarch, INC.
State Registrations5 states
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.