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Kaitlynn Ann Marie Burnett

Investment Adviser Representative at Avier Wealth Advisors

Austin, TXCRD #8260677Investment Adviser Representative
No disclosures on record
Sourced from SEC IAPD & FINRA BrokerCheck

Professional summary

Compiled by AdvisorFinder from public regulatory records. This advisor has not provided a personal biography.

Kaitlynn Ann Marie Burnett is an investment adviser representative with Avier Wealth Advisors in Austin, TX, where they have been registered since 2026, the year they entered the securities industry. They are registered to provide investment advice in Texas.

Registrations & licenses

Registration type
Investment Adviser Representative
As of August 14, 2026, from the advisor's current registrations on SEC IAPD
State registrations
Investment adviser:
Texas

Registration requirements vary by state and service. Contact the advisor's firm to confirm whether they can serve you.

Financial-firm registration history

Registration history as reported to FINRA, most recent first.

Avier Wealth AdvisorsCurrent
5/11/2026 – Austin, TX

Reported employment history

Employment the advisor reported on their SEC/FINRA filings, as of October 8, 2026. It may not be a complete history.

  1. Avier Wealth Advisors
    Jan 2024 – no end date reportedAustin, TX
  2. Avier Wealth Advisors
    Apr 2026 – no end date reportedAustin, TX
  3. Key Bank
    May 2023 – Jan 2024Seattle, WA
  4. Avier Wealth Advisors
    Jan 2021 – May 2023Bellevue, WA
  5. Starbucks
    May 2021 – Oct 2021Seattle, WA
  6. Nike
    Oct 2021 – Mar 2022Seattle, WA
  7. Amazon
    Sep 2020 – Oct 2021Seattle, WA
  8. Dutch Bros. Coffee
    Jul 2017 – Sep 2020Caldwell, ID
  9. Thomas Jefferson Charter School
    Apr 2016 – May 2019Caldwell, ID
  10. Seattle Pacific University
    Sep 2019 – Mar 2023Seattle, WA

Official records & sources

Data as of May 30, 2026 · Source: SEC IAPD & FINRA BrokerCheck

About Avier Wealth Advisors

These details describe the firm overall. Individual advisors' services, clients, and fees may differ.

Fee arrangements the firm reports

  • Percentage of assets under management
Firm's annual rate schedule by assets
  • $0 - $1,000,0001.00%
  • $1,000,001 - $3,000,0000.80%
  • $3,000,001 - $5,000,0000.60%
  • $5,000,001 - $10,000,0000.50%

+2 more tiers on the firm profile

Arrangements the firm reports on its Form ADV; this advisor may not charge every fee listed. Estimated from the firm's Form ADV — individual terms may differ. Not a quote.

Services the firm offers

Financial PlanningPortfolio Management for Individuals and Small BusinessesSelection of Other Advisers

Client types the firm serves

IndividualsHigh Net Worth

Firm assets under management

$1B–$5B

Firm disclosures (Form ADV)
No disciplinary history reportedVerify on SEC IAPD
Advisors listed on AdvisorFinder:
16
Offices listed on AdvisorFinder:
2
Main office:
Bellevue, WA
SEC file number:
801-73301

Counts reflect AdvisorFinder directory coverage, not necessarily the firm's complete network.

Form ADV data as of March 24, 2026

View full firm profile

Other advisors at Avier Wealth Advisors

Showing 12 of 16 in the directory

View Avier Wealth Advisors firm profile

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About this profile

This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Kaitlynn Ann Marie Burnett has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on BrokerCheck or SEC.gov before making any decision. AdvisorFinder may be compensated for referrals generated through this page.

BrokerCheck data is used subject to the FINRA BrokerCheck Terms of Use. Found something inaccurate? Report inaccurate data and we will correct any error we introduced. Errors in the underlying BrokerCheck record itself are referred to FINRA, which maintains that record.

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Kaitlynn Ann Marie Burnett (Avier Wealth Advisors)