Burton Williamson
Burton Williamson is a CFP-designated registered investment advisor at Lindsey Financial, INC., based in Redlands, CA, with 20 years of industry experience. Burton operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, Insurance Planning, Retirement Planning, and 1 more. Their firm serves 14 clients.
Compensation
Firm Size
IM Fee
Fee Structure
Lindsey Financial provides ongoing reviews of your financial plan, including meetings and annual updates upon request. They also offer general estate and financial planning assistance as needed.
Lindsey Financial develops a financial plan for a flat fee ranging from $5,000 to $250,000. The actual fee depends on the complexity of the case, the number of planning options selected, and the time involved in developing the plan.
Location
1980 Orange Tree Lane, Suite 270, Redlands, CA, 92374
Get directionsHistory
Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
Burton sells fixed life insurance, annuities, and long-term care insurance. He is also a self-employed author since July 2024, dedicating minimal time to this non-investment related activity.
Employment History
Current Registrations
Lindsey Financial, INC.
Previous Registrations
Advisor Share Wealth Management, LLC
Pure Financial Advisors, INC.
Torrey Capital, INC.
Planprep LLC
Linsco/private Ledger CORP.
Wells Fargo Investments, LLC
State Registrations2 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.