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Stephen Burns

1 Year of Experience
West Chester, PA

Stephen Burns is a registered investment advisor at Prairie Advisory, LLC, based in West Chester, PA, with 1 years of industry experience. Stephen operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Investment Management, and 2 more.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
9 advisors
Number of Clients
Not specified
Average Client Portfolio
Not specified

Fee Structure

Minimum Investment:None
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any1.50%

Fees are either asset based up to 1.50% or a fixed amount depending on various factors.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location

1065 Andrew Drive, West Chester, PA, 19380

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History

Regulatory History
Clean regulatory record

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.

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Employment History
Current Registrations
Prairie Advisory, LLC
February 2026 - Present · 2 mos
Wealthcare Advisory Partners LLC
June 2025 - Present · 10 mos
Previous Registrations
Edward Jones
November 2018 - August 2019 · 9 mos
Edward JonesBroker
July 2018 - August 2019 · 1 yr 1 mo
State Registrations2 states
KSTX
Advisor

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.

Exams
No exam information available for this advisor.