# Burkart & Stevens Wealth Management

Burkart & Stevens Wealth Management is a RIA based in San Luis Obispo, United States.

## Overview

- **Organization type:** RIA
- **Headquarters:** San Luis Obispo, United States
- **Region:** North America
- **Address:** Orange, CA, United States
- **Assets under management:** Undisclosed
- **Website:** burkartstevens.com

## Regulatory record

- **CRD number:** 284575
- **Registration status:** Registered
- **Reports private funds:** No
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/284575

## About

BURKART & STEVENS WEALTH MANAGEMENT is a state-registered investment adviser in SAN LUIS OBISPO, CA. The firm manages approximately $8 million in regulatory assets. It has 1 employee and 1 investment adviser.

## Questions

### How does Burkart & Stevens charge for its services?

Public representations indicate the firm charges flat advisory fees rather than commissions, transaction-based compensation, or asset-under-management percentage fees. This structure is designed to remove compensation conflicts from investment recommendations and aligns the firm's incentives with portfolio performance rather than trading activity or product sales. The specific fee schedule and minimum account size are not publicly disclosed.

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- [Hilbert 8](https://altss.com/profile/hilbert-8-llc)

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Last updated: 2026-07-06T01:24:13.266Z

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