TrueAdvisor
TrueAdvisor
CB
CB

Christopher Burt

Wells Fargo Advisors
28 Years of Experience
Sarasota, FL
2 DisclosuresBroker
View SEC Summary
View SEC Summary

Christopher Burt is a registered investment advisor at Wells Fargo Advisors, based in Sarasota, FL, with 28 years of industry experience. Their practice areas include Business Owners, Divorce Planning, Education Planning, Financial Planning & Coaching, and 2 more. Their firm serves 1,327,695 clients with $610B in assets under management.

Wells Fargo Advisors
Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
14703 advisors
IM Fee
Planning only
Assets Under Management
$606.0B

Fee Structure

Minimum Investment:$250K
  • Cash Flow Analysis — Up to $1,000 for clients with a net worth of $250,000 to $500,000; up to $2,500 for clients with a net worth over $500,000 to $1,000,000; up to $5,000 for clients with a net worth over $1,000,000.
  • Education Planning — Up to $1,000 for clients with a net worth of $250,000 to $500,000; up to $2,500 for clients with a net worth over $500,000 to $1,000,000; up to $5,000 for clients with a net worth over $1,000,000.
  • Retirement Planning — Up to $1,000 for clients with a net worth of $250,000 to $500,000; up to $2,500 for clients with a net worth over $500,000 to $1,000,000; up to $5,000 for clients with a net worth over $1,000,000.
  • Risk Planning — Up to $1,000 for clients with a net worth of $250,000 to $500,000; up to $2,500 for clients with a net worth over $500,000 to $1,000,000; up to $5,000 for clients with a net worth over $1,000,000.
  • Wealth Planning — Up to $1,000 for clients with a net worth of $250,000 to $500,000; up to $2,500 for clients with a net worth over $500,000 to $1,000,000; up to $5,000 for clients with a net worth over $1,000,000.
  • Divorce Planning — Up to $1,500 for clients with a net worth of $250,000 to $500,000; up to $3,750 for clients with a net worth over $500,000 to $1,000,000; up to $7,500 for clients with a net worth over $1,000,000.
  • Special Needs Analysis — Up to $1,500 for clients with a net worth of $250,000 to $500,000; up to $3,750 for clients with a net worth over $500,000 to $1,000,000; up to $7,500 for clients with a net worth over $1,000,000.
  • Sports & Entertainment — Up to $1,500 for clients with a net worth of $250,000 to $500,000; up to $3,750 for clients with a net worth over $500,000 to $1,000,000; up to $7,500 for clients with a net worth over $1,000,000.
  • Business Owner Planning — Up to $1,500 for clients with a net worth of $250,000 to $500,000; up to $3,750 for clients with a net worth over $500,000 to $1,000,000; up to $7,500 for clients with a net worth over $1,000,000.

The total fee per engagement can range up to $5,000 for clients with a net worth of $250,000 to $500,000, up to $12,500 for clients with a net worth over $500,000 to $1,000,000, and up to $25,000 for clients with a net worth over $1,000,000. Fees are subject to negotiation and may vary.

One-Time Plan:Up to $25,000
View Full SEC Brochure

Location

1605 Main St, 12th & 14th Fls, Sarasota, FL, 34236

Get directions

History

Regulatory History (2)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Financial
November 2020
Final
Financial
October 2020
Final
View Full SEC ReportHow to Read Disclosures
Employment History
Current Registrations
Wells Fargo Advisors
December 2021 - Present · 4 yrs 5 mos
Wells Fargo Clearing Services, LLCBroker
December 2021 - Present · 4 yrs 5 mos
Previous Registrations
Thrivent Investment Management INC.
August 2020 - November 2021 · 1 yr 3 mos
Thrivent Investment Management INC.Broker
July 2020 - November 2021 · 1 yr 4 mos
Charles Schwab & CO., INC.
January 2018 - May 2018 · 4 mos
Charles Schwab & CO., INC.Broker
December 2016 - May 2018 · 1 yr 5 mos
Schwab Wealth Investment Advisory, INC.
June 2016 - March 2018 · 1 yr 9 mos
Schwab Private Client Investment Advisory, INC.
May 2016 - May 2016 · 0 mos
Charles Schwab & CO., INC.
December 2010 - May 2016 · 5 yrs 5 mos
Charles Schwab & CO., INC.Broker
October 2010 - May 2016 · 5 yrs 7 mos
Franklin/templeton Distributors, INC.Broker
October 2005 - October 2009 · 4 yrs
Ofi Private Investments INC
August 2004 - October 2005 · 1 yr 2 mos
Oppenheimerfunds Distributor, INC.Broker
December 2003 - October 2005 · 1 yr 10 mos
Janus Distributors LLCBroker
June 1994 - August 2003 · 9 yrs 2 mos
State Registrations47 states
AKALARAZCACOCTDCDEFLGAHIIAIDILINKSKYMAMDMEMIMNMOMTNCNENHNJNMNVNYOHOKORPARISCSDTNTXUTVAVTWAWIWY
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.
More financial advisors in Sarasota, FL →All financial advisors in Florida →