BURTON ENRIGHT WELCH
SEC RegisteredClarity, Prosperity, and Security — We'll Guide You There
About the firm
Burton Enright Welch (BEW) is a 100% employee-owned, fee-only advisory firm with 11+ advisors and over 35 years of experience guiding clients forward. The firm designs wealth solutions for individuals, families, and businesses, with a focus on trust, transparency, and personalized financial planning.
Firm Focus
Client segments reported on the firm's SEC Form ADV — applies to all advisors at the firm.
Areas of expertise
Services
Financial planning, risk management, tax planning, investment management, income and retirement planning, and estate and legacy planning.
Who they serve
Individuals, families, and businesses
| Client segment | Clients | Assets managed |
|---|---|---|
| Individuals (Non-HNW) | 241 | $109M |
| High Net Worth Individuals | 371 | $1.3B |
| Investment Companies | 0 | — |
| Pooled Investment Vehicles | 0 | $0 |
| Pension/Profit Sharing Plans | 0 | $0 |
| Charitable Organizations | 40 | $161M |
| State/Municipal Entities | 0 | — |
| Insurance Companies | 0 | — |
| Sovereign Wealth Funds | 0 | — |
| Corporations | 0 | $0 |
3 total clients reported on Form ADV.
Leadership
Office locations
Advisors at this firm
12 advisors in the directory
Regulatory & compliance
| Asset tier | Annual rate |
|---|---|
| Standard (high rate) | 1.50% |
| High-net-worth (low rate) | 0.30% |
Data as of March 23, 2026 · Source: SEC IAPD & FINRA BrokerCheck
Contact Information
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This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. BURTON ENRIGHT WELCH 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 the SEC or FINRA websites before making any decision.