Fee-only adviser · Burbank, CA
Russell Doe Financial Services
Russell Doe Financial Services is a fee-only investment adviser registered with the securities regulator of California, with its main office in Burbank, California. On its latest Form ADV, filed March 11, 2026, it reports $10M in regulatory assets under management. 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 | State-registered: California |
|---|---|
| Firm CRD number | 134840 |
| Office | 3500 W. Olive Avenue, #300 Burbank, CA 91505 |
| Phone | (818) 367-5666 |
| Website | Not listed |
| Regulatory assets under management | $10M |
| Individual clients | Fewer than 5 |
| Financial planning clients | 0 |
| How it charges | Percentage of assets |
| Services | Portfolio management |
| Employees | 1 |
| Disciplinary disclosures | None reported |
| Latest Form ADV filing | March 11, 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 charges only as a percentage of the assets it manages. Ask about the fee schedule and any account minimum, which Form ADV Part 1 does not record.
- 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 Burbank
- California Capital Management $358M
- Cta Wealth Advisors, Inc. $175M
- Convey Wealth LLC $52M
- Kensington Ami, LLC $80M
- Fade in Financial $4.5M
- Conway Capital Management, Inc. $232M
See all 7 fee-only advisers in Burbank →
Nearby
- Studio City 2 firms
- Glendale 5 firms
- 8605 Santa Monica Boulevard 53781 1 firm
- West Hollywood 1 firm
- Sherman Oaks 7 firms
- Van Nuys 1 firm
- Encino 9 firms
- Beverly Hills 20 firms
Comparing several firms? Tell us what you need and we will suggest fee-only advisers that fit. Work at Russell Doe Financial Services? Update this listing.