William Burks
William Burks is a registered investment advisor at Centaurus Financial, INC., based in Anaheim, CA, with 28 years of industry experience. William operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Estate Planning, Financial Planning & Coaching, High Net Worth, and 2 more. Their firm serves 38,049 clients with $7.3B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Centaurus Financial's advisors manage client accounts through various programs, charging an annual fee based on the amount invested. Fees are negotiable and can be a flat percentage or tiered, where the rate decreases as the portfolio value increases. Additional charges may include transaction fees, custodial fees, and internal fund fees.
Maximum advisory fees:
- Alpha, Beta, ABJ, Omega, Delta: 2.25%
- AA & VL: 1.50%
- Adviser-Directed: 1.35%
- FlexUMA: 2.25%
Third-Party Money Managers (TPMMs) charge fees ranging from 1.00% to 3.00%.
Location
2300 E. Katella Avenue, Suite #200, Anaheim, CA, 92806
Get directionsHistory
Regulatory History (9)
Customer Dispute
January 2026Customer Dispute
November 2025Regulatory
August 2025Customer Dispute
August 2024Customer Dispute
February 2024Customer Dispute
August 2023Customer Dispute
May 2023Customer Dispute
January 2023Criminal
June 1982Other 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.
Centaurus Financial, INC.Broker
Previous Registrations
PFS Investments INC.Broker
State Registrations8 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.