Clinton Burch is a registered investment advisor at Clinton Burch Financial Planning, based in Bloomfield, IN, with 6 years of industry experience. Clinton operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, Investment Management, Retirement Planning, and 1 more.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Fee Structure
Burch and Daughters provides investment advice, recommending a proper asset allocation and specific investments. They do not manage the portfolio directly, but advise clients on rebalancing and adjustments. This service is offered on an hourly basis at $150 per hour, or as part of a comprehensive financial plan.
Location
Bloomfield, IN
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Clinton is a 50% owner and managing member of ZEPTOFUND, LLC, an investment club that also produces educational materials related to personal finance. He dedicates a few hours per week to researching investment opportunities, managing the business, and conducting meetings.
Employment History
Current Registrations
Clinton Burch Financial Planning
State Registrations1 state
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