Burns Estate Planning & Wealth Advisors

What Burns Estate Planning & Wealth Advisors does

Burns Estate Planning & Wealth Advisors is a privately-held financial advisory firm specializing in retirement, tax, estate, and long-term care planning for high-net-worth individuals and pre-retirees. The firm delivers fee-based investment advisory services through its Investment Adviser Representatives, operating under the regulatory and operational umbrella of Prime Capital Investment Advisors, LLC (PCIA), a registered investment adviser headquartered in Overland Park, KS. Its service mix centers on retirement income planning, tax planning, long-term care planning, legacy/estate planning, and dedicated high-net-worth financial services, sold primarily through dinner seminars, broadcast media, and direct advisor relationships.

The firm operates 12 offices across Louisiana, Florida, and Alabama, with a notably heavier tilt toward Florida — a high-density retirement geography. There is no proprietary technology platform; the operating model is dependent on personal advisor relationships, the published "Total Retirement" book by CEO Ernie Burns, and recurring appearances on ABC, NBC, and CBS affiliates under the "Total Retirement with Ernie Burns" brand. Distribution is relationship-led and content-marketing-driven rather than platform-led.

Revenue is generated through recurring fee-based advisory engagements, with no disclosed revenue, headcount, AUM, or pricing schedule. The firm has received third-party recognition including Forbes Best-In-State Financial Security Professional (2024) and Expertise.com Top Financial Advisor in Baton Rouge, which support client acquisition in trust-sensitive segments. The absence of disclosed technology leverage, AI tooling, or institutional capital, combined with a regional multi-office footprint, indicates a relationship-driven, sub-scale advisory business with moderate but not high operating leverage.

Name

Burns Estate Planning & Wealth Advisors

Legal name

Burns Estate Planning & Wealth Advisors

Website

https://burnsestateplanning.com

Company type

Private

Founded year

1993

Operating status

Operating

Headcount range

1–10 employees

Short description

Burns Estate Planning & Wealth Advisors is a privately-held financial advisory firm offering retirement income, tax, long-term care, and estate planning to high-net-worth individuals and pre-retirees across 12 offices in Louisiana, Florida, and Alabama, operating under Prime Capital Investment Advisors.

Ownership category

akta.pro rank

Product category

Wealth Management and Retirement Planning Services

NAICS

Portfolio Management and Investment Advice (523940)

SIC

Investment Advice (6282)

akta.pro primary industry

Estate & Legacy Planning Advisory (FSAEAAAG)

akta.pro secondary industries

Financial Planning–Led RIAs (FSAAACAB), Retirement & Pension Planning (401(k)/IRA) (FSAEAAAD), Trust & Estate Tax Planning & Compliance (FSAEAKAE)

Keywords

• Retirement income planning
• Estate planning services
• Wealth management advisory
• Tax planning services
• Long-term care planning

Headquarters

HQ city

Hammond

HQ country

United States

HQ region

North America

Offices12 records

Markets served

GTM type

B2C

Offering type

Services

Cost components

Personnel, Operations, Marketing or Sales, Technology or R&D, Infrastructure

Revenue model

1. Investment Advisory Services: Fee-based investment advisory services offered through Prime Capital Investment Advisors, LLC (PCIA), a federally registered investment adviser. Services include retirement income planning, tax planning, estate planning, and long-term care planning for high net worth clients.

Go-to-market motion1 record

Distribution channels1 record

Marketing channels5 records

Core offering

Burns Estate Planning & Wealth Advisors is a privately held financial advisory firm providing retirement income planning, tax planning, long-term care planning, and legacy/estate planning services to high net worth individuals and pre-retirees. The firm operates as Investment Adviser Representatives through Prime Capital Investment Advisors, LLC (PCIA), a federally registered investment adviser, delivering advisory services across 12 office locations in Louisiana, Florida, and Alabama.

Product overview

Burns Estate Planning & Wealth Advisors offers a unified suite of financial advisory services centered on retirement planning and wealth management. The core offerings include Retirement Income Planning, Tax Planning, Long-Term Care Planning, Legacy/Estate Planning, and specialized High Net Worth Financial Services. The firm also provides educational content through the book "Total Retirement" authored by founder Ernie Burns. Services are offered across multiple locations in Louisiana, Florida, and Alabama.

Differentiator

Problem solved

Functional benefit

Brands

• Total Retirement: Financial planning book authored by CEO Ernie Burns, described as 'Your Ultimate Guide to Financial Freedom!' covering retirement strategies, investment tips, tax-efficient planning, Social Security, Medicare, healthcare, long-term care, and estate planning.

Products and services

• Retirement Income Planning

Segments1 record

Ideal customer profiles1 record

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Partnerships

One partnership is on record.

• Prime Capital Investment Advisors, LLC (PCIA)coreStrategic or Co-development PartnerBurns Estate Planning operates as Investment Adviser Representatives through Prime Capital Investment Advisors, LLC (PCIA), a federally registered investment adviser based at 6201 College Blvd., Suite #150, Overland Park, KS 66211. PCIA does business as Prime Capital Wealth Management (PCWM) and Qualified Plan Advisors (QPA).

Scale indicators1 record

Recent moves6 records

Expansion highlights3 records

Direct peers

• Carson Group: Wealth management firm and advisor platform providing retirement, tax, estate, and financial planning services through affiliated advisors; comparable HNW advisory offering and partnership-driven operating model.
• Raymond James: Diversified financial services firm with a large advisor channel providing retirement, estate, and wealth management services to HNW clients; comparable advisory offering and multi-office branch structure.
• Creative Planning: Large independent RIA focused on comprehensive retirement, tax, and estate planning for HNW clients; directly comparable in service breadth and HNW/pre-retiree target segment, with significantly larger national scale.
• Cetera Advisor Networks: Independent advisor platform supporting affiliated investment adviser representatives delivering retirement and wealth planning services; directly comparable PCIA-style RIA shell model under which Burns operates.
• Cambridge Investment Research: Independent broker-dealer and RIA platform enabling affiliated advisors to deliver retirement, tax, and estate planning services; closely mirrors Burns' model of operating through a federally registered adviser infrastructure.
• Ameriprise Financial: Diversified wealth management and retirement planning firm serving HNW and mass-affluent clients through a network of financial advisors; directly comparable in advisory services (retirement income, tax, estate) and relationship-led distribution.
• Edward Jones: Large national financial advisory firm with a branch-office model targeting mass-affluent and pre-retiree clients with retirement and estate planning services; comparable in GTM motion (relationship-based, in-person consultations) and product mix to Burns.

Emerging players

• Waddell & Reed Financial: Mid-sized wealth management firm providing retirement and financial planning services through an advisor channel; partial overlap in HNW retirement focus with smaller scale than Burns' 12-office Gulf Coast footprint.

Broad incumbents

• Northwestern Mutual: Large established financial services and insurance company offering retirement, estate, and wealth management services through a national advisor network; broader portfolio than Burns but overlapping HNW retirement focus and seminar-based acquisition channels.
• MassMutual: Diversified mutual insurance and financial services firm providing retirement income, long-term care, and wealth management solutions; overlaps with Burns' insurance-anchored retirement and long-term care planning offerings.

Market position

Strengths4 records

Weaknesses4 records

Competitive moat4 records

Key risks5 records

Key highlights6 records

Customer concentration

• YouTubeyoutube.com/channel/UCLgNppJ2KVRZa75g2sroTBQ
• Facebookfacebook.com/burnsestateplanning
• LinkedInlinkedin.com/company/burns-estate-planning-wealth-advisors
• Xx.com/burnsestateplan

Revenue estimate

Valuation estimate

Number of profiles

Profiles2 records

Funding overview

Funding rounds

Investors

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

M&A

Investments

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Frequently asked questions about Burns Estate Planning & Wealth Advisors