John Burzenski
John Burzenski is a PFS-designated registered investment advisor at Grey Ledge Advisors, LLC, based in Guilford, CT, with 25 years of industry experience. John operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, Investment Management, Retirement Planning. Their firm serves 829 clients with $540M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.00% |
| $1M+ | 0.87% |
Fees may be negotiable on a client-by-client basis.
Fee Estimator
Location
One Park Street, Guilford, CT, 06437
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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
John is a licensed insurance agent, spending minimal time in this role. He is also a CPA at Burzenski & Co PC, dedicating about 10-20% of his time to preparing tax returns and other accounting duties. Additionally, John owns ABCO Wealth Management, LLC, a pass-through entity that receives trail commissions on LTC, life, and group life policies, though no new business is written.
Employment History
Current Registrations
Grey Ledge Advisors, LLC
Previous Registrations
Ctma Wealth Management
Cetera Investment Advisers LLC
Cetera Financial Specialists LLCBroker
State Registrations1 state
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