David Burnett is a registered investment advisor at B6 Capital, based in Wellsville, UT, with 1 years of industry experience. David operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, Insurance Planning, Retirement Planning, and 1 more.
Compensation
Firm Size
IM Fee
Fee Structure
- Comprehensive Written Financial Plan: $1,500 - $3,500, depending on the complexity of your financial situation. This includes gathering data, preparing the plan, and presenting it to you.
- Consulting and educational services: $195 per hour.
Location
Wellsville, UT
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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David is the owner/president of DB Global, LLC (medical glove broker), owner/managing member of DMB Consulting, LLC (business consulting), and owner of West Gordon Pharmacy and Granger Pharmacy. He dedicates about 5-6 hours per week to DB Global, minimal time to DMB Consulting, and minimal time to the pharmacies.
Employment History
Current Registrations
B6 Capital
State Registrations1 state
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