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William Burks

Centaurus Financial, INC.
29 Years of Experience
Flower Mound, TX
11 DisclosuresBroker
View SEC Summary
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William Burks is a registered investment advisor at Centaurus Financial, INC., based in Flower Mound, TX, with 29 years of industry experience. William is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Business Owners, Corporate Executives, Education Planning, Estate Planning, and 5 more. Their firm serves 45,336 clients with $9.7B in assets under management.

Centaurus Financial, INC.
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
441 advisors
Number of Clients
45,336 clients
Average Client Portfolio
$215K average
Assets Under Management
$9.7B

Fee Structure

Minimum Investment:$25K
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any2.25%

Maximum advisory fee is 2.25% for most programs (1.50% for annuity and variable life management, 1.35% for adviser-directed accounts). Fees are negotiable at the discretion of the representative.

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

Location

6021 Morriss Road, Suite #114, Flower Mound, TX, 75028

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History

Regulatory History (11)
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.
Customer Dispute
April 2026
Pending
Customer Dispute
March 2026
Pending
Customer Dispute
January 2026
Pending
Customer Dispute
November 2025
Settled
Regulatory
August 2025
Final
Customer Dispute
August 2024
Settled
Customer Dispute
February 2024
Settled
Customer Dispute
August 2023
Settled
Customer Dispute
May 2023
Settled
Customer Dispute
January 2023
Closed-No Action
Criminal
June 1982
Final Disposition
View Full SEC ReportHow to Read Disclosures
Other Business Activities

William is the president of The Burks Financial Group, Inc., a DBA for branding purposes. He also works as a consultant for Eyeballs Financial/Technology and Finntalk, spending about a quarter of his time on each of these fintech roles.

Employment History
Current Registrations
Centaurus Financial, INC.
November 2011 - Present · 14 yrs 11 mos
Centaurus Financial, INC.Broker
August 2000 - Present · 26 yrs 2 mos
Previous Registrations
PFS Investments INC.Broker
September 1997 - August 2000 · 2 yrs 11 mos
State Registrations7 states
AZCAIDLANCNHTX
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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