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The fee is billed in arrears and requires an account of at least $500,000.","source":"BURKETT FINANCIAL SERVICES COMPLETE BROCHURE, filed 3 February 2026","sourceRef":{"doc":"brochure","section":"fees"}},{"question":"Which custodians does Burkett Financial Services use?","answer":"Burkett Financial Services’ separately managed account assets are held at Charles Schwab & Co., Inc. (Westlake, TX), with $551M. Only custodians holding at least a tenth of those assets are named.","source":"Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 3 February 2026","sourceRef":{"doc":"adv1","section":"custodians"}},{"question":"How many financial advisors does Burkett Financial Services have?","answer":"Burkett Financial Services has 5 investment adviser representatives registered with state securities authorities, out of 7 employees, and 5 perform investment advisory functions. 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