# Burns Financial Advisors, Inc.

> Burns Financial Advisors, Inc. is a state-registered investment advisory firm in Independence, OH, registered since 2018, reporting under $25 million in regulatory assets under management in its Form ADV filing dated August 27, 2026.

- CRD: 111826
- Filed as: BURNS FINANCIAL ADVISORS, INC.
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Independence, OH
- Filing period: October 2026
- Form ADV filing dated: August 27, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/111826
- AdvisorCensus page: https://advisorcensus.com/firm/burns-financial-advisors-inc-independence-oh-111826

## Quick answers

**How is Burns Financial Advisors, Inc. compensated?**
On its Form ADV (Item 5.E, October 2026), Burns Financial Advisors, Inc. reports these compensation arrangements: a percentage of assets under its management; fixed fees (other than subscription fees); performance-based fees.

**Where is Burns Financial Advisors, Inc. located?**
Burns Financial Advisors, Inc.'s principal office is in Independence, OH, according to its Form ADV.

**Is Burns Financial Advisors, Inc. registered with the SEC or a state?**
Burns Financial Advisors, Inc. is a state-registered investment advisory firm, registered since 2018. Status as filed: APPROVED. CRD 111826.

**How much does Burns Financial Advisors, Inc. manage?**
Burns Financial Advisors, Inc. reports $10,055,952 in regulatory assets under management in its Form ADV filing dated August 27, 2026 (77% discretionary).

**What types of clients does Burns Financial Advisors, Inc. serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (99).

**Does Burns Financial Advisors, Inc. report any disciplinary disclosures?**
Reports 1 disclosure item on Form ADV Item 11: yes answers to 11.E(2) (self-regulatory organization's finding of a rule violation). Each question covers the firm and its advisory affiliates, and one event can produce several yes answers. The detail of any item is on the firm's public record on IAPD: https://adviserinfo.sec.gov/firm/summary/111826

**What changed in Burns Financial Advisors, Inc.'s recent Form ADV filings?**
In the October 2026 filing data: Registered or notice-filed in NC.

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Performance-based fees

### Regulatory assets under management (Item 5.F)
- Total: $10,055,952
- Discretionary: $7,700,034
- Non-discretionary: $2,355,918

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 99 | $10,055,952 |

### Advisory services (Item 5.G)
- Portfolio management for individuals and/or small businesses

### Firm details
- Registered since: 2018 (8 years)
- Employees: 1 total, 1 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: NC, OH
- Disclosures (Item 11): Reports 1 disclosure item on Form ADV Item 11.

### Item 11 questions answered yes
- 11.E(2): Has a self-regulatory organization or a commodities exchange ever found that the firm or an advisory affiliate was involved in a violation of its rules, other than a minor rule violation under a plan the SEC approved?

Each question covers the firm and its advisory affiliates: its current employees other than clerical staff, its officers, partners, and directors, and anyone who controls the firm or is controlled by it. One event can produce yes answers to several questions. SEC-registered advisers and exempt reporting advisers may leave out events more than ten years old, and may answer 11.A(2) and 11.B(2) for pending charges only. The detail of each yes answer is on the firm's public record on IAPD: https://adviserinfo.sec.gov/firm/summary/111826

## Changes in the filing (last 12 months)

### October 2026
- Registered or notice-filed in NC.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Burns Financial Advisors, Inc. (CRD 111826): Form ADV filing data as of October 2026.