Burrus

Burrus Financial Services, Inc. is an SEC-registered investment adviser established in 2007, located in Salt Lake City, Utah. The firm offers personalized financial planning and investment management services to individuals, high net worth individuals, corporations, and small businesses. Services include financial objective determination, cash flow management, tax planning, insurance review, investment management, education funding, retirement planning, and estate planning. Burrus Financial primarily manages assets through no-load or low-load mutual funds and exchange-traded funds, with approximately $213,332,000 million in assets under management as of December 31, 2024. The firm operates on a discretionary basis, providing ongoing advice and implementing tailored financial plans for clients. Fees are based on a percentage of assets under management, with no separate fee for financial planning. Clients are encouraged to meet annually to review their financial plans. Burrus Financial uses strategic asset allocation as the primary investment strategy, globally diversified to manage market risks. The firm does not charge performance-based fees and does not have a minimum account size requirement. Clients have the option to impose restrictions on investing in certain securities. Burrus Financial does not maintain custody over client assets and does not vote proxies on behalf of clients. The firm operates with discretion in trading client accounts, with clients granting limited power of attorney for trading authorization.