Fee-only adviser · Rock Hill, SC
Burkett Financial Services, LLC
Burkett Financial Services, LLC is a fee-only investment adviser registered with the U.S. Securities and Exchange Commission, with its main office in Rock Hill, South Carolina. On its latest Form ADV, filed February 3, 2026, it reports $573M in regulatory assets under management, 476 individual clients and 5 employees who give investment advice. It reports no commission compensation, is not registered as a broker-dealer and does not act as an insurance agent.
Key facts from Form ADV
| Registration | SEC-registered |
|---|---|
| Firm CRD number | 140168 · SEC file 801-67535 |
| Office | 128 East Main Street Suite 101 Rock Hill, SC 29730 |
| Phone | (803) 980-3232 |
| Website | www.burkettfs.com |
| Regulatory assets under management | $573M ($554M discretionary) |
| Individual clients | 279 non-high-net-worth, 197 high-net-worth |
| Financial planning clients | 0 |
| How it charges | Percentage of assets, Hourly, Fixed fee |
| Services | Financial planning, Portfolio management, Pension consulting |
| Employees | 7 |
| Disciplinary disclosures | None reported |
| Latest Form ADV filing | February 3, 2026 |
Source: the firm’s Form ADV Part 1A as published by the SEC’s Investment Adviser Public Disclosure database, data as of November 6, 2026. Figures are self-reported by the firm.
What this means for you
- It offers hourly or fixed-fee arrangements, so you may be able to pay for a plan without handing over your investments.
- It also charges a percentage of assets managed for ongoing investment management.
- Most of its individual clients are not high-net-worth, so it is likely to work with people who are still building assets.
- It provides financial planning services, not only portfolio management.
- It reports no disciplinary history on Form ADV.
Before you hire any adviser
Read the firm’s Form ADV Part 2 brochure on its SEC record: it sets out fees, minimums, conflicts of interest and who will manage your money. Ask whether the firm acts as a fiduciary for all of your accounts, how it is paid in total, and who holds your assets. Our guide to choosing a financial adviser lists the questions to ask.
Other fee-only advisers in Rock Hill
- Wealth Rabbit $2.6M
- Anderson Griggs Investments $134M
See all 3 fee-only advisers in Rock Hill →
Nearby
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- Indian Land 1 firm
- Marvin 1 firm
- Clover 2 firms
- Lake Wylie 1 firm
- Charlotte 60 firms
- Matthews 5 firms
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