Eric
Burnette
Peachcap Tax & Advisory, LLC
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About this Advisor
Eric Burnette is a certified financial planner based in Atlanta, Georgia who has 12 years of industry experience. Burnette is an advisor for Peachcap Tax & Advisory, LLC. The advisor has gained experience at Investacorp, Inc, Peachtree Capital Tax And Advisory, LLC and Peachcap Securities, Inc. Burnette has a Series 66 license, designating them as both a securities agent and an investment advisor representative, and is approved to advise clients in Georgia. Peachcap Tax & Advisory, LLC is an advisory business that has its headquarters in Atlanta, GA. The company has offices in three locations and a total of 13 advisors. It administers $95 million in assets across its 526 customer accounts, making it one of the smaller firms in the country by assets under management. Of its 526 accounts, 22% belong to high-net-worth clients who have more than $1 million in assets. Peachcap Tax & Advisory, LLC offers a broad set of services, including financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients and selection of other advisers. Fees for financial advice depend on the services. However, fees charged by Peachcap Tax & Advisory, LLC likely consist of asset-based, hourly and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Peachcap Tax & Advisory, LLC Brokerage Details
$94,594,453
13
526
$179,837
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Selection of other advisers
Eric Burnette Work History
Eric has been registered as a financial advisor for 12 years.*
Peachcap Securities, Inc
Peachtree Capital Tax And Advisory, LLC
Investacorp, Inc
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Eric Burnette to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Peachcap Tax & Advisory, LLC
Atlanta, GA
Atlanta, GA
Atlanta, GA
Langley, WA
Atlanta, GA
Atlanta, GA
Atlanta, GA
Atlanta, GA
The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
