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FAMILY STEWARD WEALTH CONSULTING®

BURNS FINANCIAL MANAGEMENT, INC.

CRD 130406 · SEC 801-63135

Corporate platformCorporation

Large incorporated asset manager or corporate group — typically not a local adviser team.

United States

Registration

— (—)

Source

State registered

Total AUM

$105.1M

Discretionary AUM

$105.1M

Team

2 total employees; 2 advisory reps

Clients

26-50

Fees

Percentage of AUM; Hourly charges; Fixed fees; NEGOTIATED FEE FOR SERVICE

Org form

Corporation

Filing date

2026-02-10

Disciplinary history

Yes

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  • SEC IAPD →

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Services

Financial planningPortfolio management (individuals)Selection of other advisersEducational seminars

Client types

TypeClientsAUM
Individuals39$17.7M
High net worth individuals24$87.0M
Charitable organizations1$316K

Official SEC filing: View on IAPD