MB
CFP
MB
CFP

Michael Burbank

12 Years of Experience
Wellesley, MA
Broker

Michael Burbank is a CFP-designated registered investment advisor at Wells Fargo Advisors, based in Wellesley, MA, with 12 years of industry experience. Their practice areas include Retirement Planning. Their firm serves 401,726 clients with $200B in assets under management.

Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
3710 advisors
IM Fee
Planning only
Assets Under Management
$197.4B

Fee Structure

Investment management only (planning not offered)

Detailed fee information is not available for this advisor. View their full brochure on SEC.gov for fee details.

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Location

60 William St, Ste 210, Wellesley, MA, 02481

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History

Regulatory History
Clean regulatory record

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.

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Other Business Activities

Michael has a 50% ownership in Burbank Wealth Management, dedicating full-time hours to the firm. He also has 100% ownership with his spouse in Driggs Retreat LLC, which holds raw land and requires minimal time commitment.

Employment History
Current Registrations
Wells Fargo Advisors Financial Network, LLCBroker
May 2019 - Present · 7 yrs
Wells Fargo Advisors
May 2019 - Present · 7 yrs
Previous Registrations
Wells Fargo Clearing Services, LLC
December 2013 - May 2019 · 5 yrs 5 mos
Wells Fargo Clearing Services, LLCBroker
November 2013 - May 2019 · 5 yrs 6 mos
State Registrations33 states
AZCACOCTFLGAILINMAMDMEMIMNMOMSNCNHNJNMNVNYOHORPARISCTNTXUTVAVTWAWY
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.