Sunburst Financial Management LLC
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$0
Clients
0
Advisors
1
of 1 employees
Firm type
Independent
1 advisor with up to 2 employees
Fewer clients per advisor generally means more personalized, proactive service. Higher ratios may reflect streamlined models or lower minimums.
Clients per advisor
0
Very LowAverage account size
—
About
The firm provides investment advisory services to individuals, small business owners, high-net-worth individuals, trusts and estates. It offers discretionary investment management, retirement-account advice as a fiduciary when applicable, and standalone investment consulting engagements on an hourly or fixed-fee basis.
Portfolios are customized and typically constructed using exchange-traded funds, individual stocks and closed-end funds, with mutual funds, bonds and REITs used as appropriate; the adviser generally emphasizes a long-term orientation but may trade shorter-term to meet client objectives or market conditions. Investment decisions draw on both fundamental and technical analysis, and the firm recommends an institutional custodian while participating in that custodian’s advisor services platform for operational and research support.
The firm is newly registered and, at the time of the brochure, had not reported client accounts or assets under management. Notable disclosures include that a principal maintains an active insurance practice (commission-based, about 10% of time) and participates in local political activity (about 5% of time); the firm permits personal trading in securities also held by clients and generally executes trades on an account-by-account basis, with a Code of Ethics and written procedures intended to mitigate related conflicts.
Client services
Portfolio management
Investment consulting services
Expertise
Wealth management
Retirement plans for business owners (SEP, solo 401k)
Occupation focus
Founder/Business Owner
Fee options
Fixed fee based on the Advisor's hourly rate for investment consulting services (estimate provided prior to engagement)
$0 - $75,000: 1.25% $75,001 - $400,000: 1.00% $400,001 - $700,000: 0.90% $700,001 - $1,000,000: 0.80% $1,000,001+: 0.75%
Up to $200 per hour for investment consulting services
Fee-only: Hourly fee up to $200/hour; fixed fee based on hourly rate for investment consulting services
Main office location
Sunburst Financial Management LLC
Glendale AZ, United States
Number of offices
1
Most active in
Sunburst Financial Management LLC has reported serving >5 clients in these states in the last 12 months.
Arizona
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is not active or affiliated with:
-
Insurance agent
They sell insurance products and may earn commissions on those sales.
-
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
-
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
-
Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
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