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CFP

Donald Burton

Burton Wealth Management
36 Years of Experience
Scottsdale, AZ
BrokerSells Insurance
View SEC Summary
View SEC Summary

Donald Burton is a CFP-designated registered investment advisor at Burton Wealth Management, based in Scottsdale, AZ, with 36 years of industry experience. Donald is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Charitable Giving, Education Planning, Estate Planning, High Net Worth, and 4 more. Their firm serves 92 clients with $43M in assets under management.

Burton Wealth Management
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
2 advisors
Number of Clients
92 clients
Average Client Portfolio
$469K average
Assets Under Management
$43.1M

Fee Structure

Minimum Investment:None
Planning is included in investment management
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any2.50%

Fees range from 0.50% to 2.50% annually depending on complexity, asset levels, and the overall relationship.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
View Full SEC Brochure

Location

14358 N Frank Lloyd Wright Blvd., Suite 8, Scottsdale, AZ, 85260

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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

Donald sells health, life, long-term care, and annuity insurance products, dedicating minimal time to this activity. He also works as a registered representative with LPL Financial LLC DBA Burton Wealth Management, spending about a quarter of his time, and dedicates significantly more than full-time hours as a registered investment advisor with Burton Wealth Management.

Employment History
Current Registrations
Burton Wealth Management
August 2014 - Present · 12 yrs 2 mos
LPL Financial LLCBroker
January 2005 - Present · 21 yrs 9 mos
Previous Registrations
LPL Financial LLC
January 2005 - October 2015 · 10 yrs 9 mos
Wachovia Securities, LLC
March 2000 - January 2005 · 4 yrs 10 mos
Wachovia Securities, LLCBroker
December 1993 - January 2005 · 11 yrs 1 mo
Smith Barney Shearson INC.Broker
July 1993 - December 1993 · 5 mos
Lehman Brothers INC.Broker
March 1990 - July 1993 · 3 yrs 4 mos
Wedbush Morgan Securities INC.Broker
December 1989 - February 1990 · 2 mos
State Registrations17 states
AZCACODCFLHIIDILMDMNNVNYORSCTXUTWA
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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