Gary Burger
Gary Burger is a CFP-designated registered investment advisor at Park Square Financial Group LLC, based in Buford, GA, with 19 years of industry experience. Gary operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, Insurance Planning, Investment Management, and 2 more. Their firm serves 430 clients with $220M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Park Square Financial Group manages investments through a wrap fee program, which covers advisory services, financial planning, brokerage transactions, custody, and reporting for a single fee. The annual fee is a percentage of your portfolio, not to exceed 2.35%. The specific fee is determined on a client-by-client basis, considering factors like complexity, assets under management, and portfolio style. Fees are deducted monthly from your account by the custodian.
Location
208 South Hill Street, Buford, GA, 30518
Get directionsHistory
Regulatory History (1)
Employment Separation After Allegations
August 1992Other Business ActivitiesSells Insurance
Gary is a licensed insurance agent through Gary Burger Investments, LLC since 2002. He spends a few hours per week on this activity.
Employment History
Current Registrations
Park Square Financial Group LLC
Previous Registrations
Csenge Advisory Group, LLC
Gary Burger Investments, LLC
American Wealth Management, 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.