Peter Burton
Peter Burton is a ChFC-designated registered investment advisor at Burton Enright Welch, based in Walnut Creek, CA, with 26 years of industry experience. Peter operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Charitable Giving, Education Planning, Estate Planning, Insurance Planning, and 4 more. Their firm serves 652 clients with $1.6B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.50% |
Fees range from 1.50% to 0.30% annually depending on account complexity and size. The lower 0.30% rate applies to high-net-worth clients.
Fee Estimator
Location
1333 North California Blvd., Suite 140, Walnut Creek, CA, 94596
Get directionsHistory
Regulatory History
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.
Learn about disclosures →Other Business ActivitiesSells Insurance
Peter is an IAR utilizing a six-step financial planning process, spending about half his time on this activity. He also provides life insurance analysis and recommendations to individuals and small business owners, dedicating a few hours per week. Additionally, Peter refers clients to estate planning attorneys, spending minimal time on this.
Employment History
Current Registrations
Burton Enright Welch
Previous Registrations
Royal Alliance Associates, INC.
State Registrations1 state
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
More Advisors
- David Espineira, CFPBurton Enright Welch
- Jeremy Welch, CFPBurton Enright Welch
- Kelly Randall, CFPBurton Enright Welch
- Robert Enright, CFPBurton Enright Welch
- Christopher Hughes, CFPBurton Enright Welch
- Jing Chen, CFA, CFPAllworth Financial, L.P.