BURNS FINANCIAL MANAGEMENT, INC.

NORTH PALM BEACH, Florida·1 registered advisor·CRD# 130406
SEC# 801-63135561-624-3210
01

Firm Overview

AUM
$50M
Regulatory assets under management
Employees
1
Total firm employees
Advisors
1
Registered representatives
02

Services & Fees

Advisory Services
Financial planning
Portfolio management (individuals)
Charitable organization or education services
Compensation
Percentage of AUM
Hourly charges
Subscription fees
Other: NEGOTIATED FEE FOR SERVICE
03

Specialties

Financial PlanningInvestment Management
04

Advisors at BURNS FINANCIAL MANAGEMENT, INC.

1 registered advisor
Carol H Chesser
NORTH PALM BEACH, Florida
05

Office Locations

NORTH PALM BEACH, Florida
1 advisor

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Data sourced from SEC Form ADV filings. BURNS FINANCIAL MANAGEMENT, INC. (CRD# 130406) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.