Burt Wealth Advisors

Based in the US, Burt Wealth Advisors specializes in providing tailored wealth management solutions, including investment and financial planning, aimed at helping clients navigate their complex financial landscapes. Burt Wealth Advisors is a wealth management firm founded in 1985 in the US. The firm was recently acquired by Creative Planning, LLC in December 2025, which enables an expansion of services and integration of their client base. The company's operations have remained consistent, focusing on investment management and financial solutions for clients.

The founder's detailed history is not provided. Burt Wealth Advisors, now operating as Creative Planning, specializes in customized wealth management solutions, focusing on investment and financial planning tailored to meet the diverse needs of its clients. Their core offerings include strategic investment management, financial planning, retirement planning, and tax optimization services. The firm employs a conservative, balanced approach to investing, which is designed to help clients navigate unexpected financial challenges while adhering to long-term investment goals.

The clientele primarily consists of high-net-worth individuals and families seeking personalized financial advice, as well as institutional investors looking for sophisticated investment strategies. Geographically, Burt Wealth Advisors serves clients across the United States, with a significant focus on metropolitan areas including Washington, D. C. , Maryland, and Virginia, where they leverage local market insights to inform their investment strategies.

Burt Wealth Advisors generates revenue through a fee-based structure, predominantly from advisory services offered to clients. Revenue streams may include asset-based fees, calculated as a percentage of the assets under management, as well as flat fees for specific financial planning services. The firm fosters long-term relationships with clients, often resulting in recurring revenue through ongoing advisory agreements. Transactions typically occur in a direct-to-consumer model, where clients engage the firm for personalized financial advice and investment management.

The firm’s revenue model aligns its interests with those of its clients, as fees are generally tied to the performance of the client’s investment portfolio, thereby incentivizing the firm to achieve optimal financial outcomes for its clientele. In December 2025, Creative Planning, LLC acquired Burt Wealth Advisors, with the aim of broadening service offerings and strengthening its market presence by integrating Burt Wealth Advisors’ client base. Future growth plans include the introduction of new products tailored to diverse client needs, as well as potential expansions into additional geographic markets. Specific targets for market expansion are not detailed, but the acquisition is intended to leverage existing resources and improve client service capabilities.