Brent Burr
Brent Burr is a registered investment advisor at Burr Financial Services, LLC, based in Sparks, NV, with 32 years of industry experience. Brent 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, Financial Planning & Coaching, and 5 more. Their firm serves 159 clients with $140M 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 | 2.00% |
Fees are negotiable. Family and friends may be offered a discounted rate.
Fee Estimator
Location
Sparks, NV
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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
Brent is an independent contractor and California insurance agent offering sales of fixed insurance, dedicating nearly full-time hours to this role. Brent also owns Burr Tax and Financial Services, offering tax preparation services, and dedicates nearly full-time hours to this business as well.
Employment History
Current Registrations
Burr Financial Services, LLC
Previous Registrations
Independent Financial Group, LLC
Independent Financial Group, LLCBroker
Woodbury Financial Services, INC.
Woodbury Financial Services, INC.Broker
H.D. Vest Advisory Services, INC
H.D. Vest Investment ServicesBroker
State Registrations3 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.