This is a profile preview from the AdvizorPro Platform.
Request a Free TrialFirm Details
- Custodian
- Charles Schwab & Company · PNC · Stifel
- Clients
- Retail
- Platforms
- Peak timberQuantum
- Established Date
- 04-01-2018
- Office Locations
- 1
Office Locations
About Oakview Wealth Solutions LLC
Oakview Wealth Solutions is a St. Charles, MO fee-only RIA founded by Stanton and Sylvia Burns. The firm provides commission-free investment management plus hourly or ongoing financial planning and tax-aware advice (including tax return review) tailored to each client’s goals. Portfolios primarily use public funds and ETFs, and custody includes Charles Schwab. Recognized by Expertise.com as a top St. Charles advisor.
Team overview
Insights
Asset Classes
Client Personas
Custodian
Fund Managers
Investment Themes
Investment Vehicles
Platform
Services
Technology
Owner & Executives
JOHN STANTON BURNS
Chief Compliance Officer, INVESTMENT ADVISOR REPRESENTATIVE, Managing Member, Wealth Planning Consultant
- CRD
- #5993698
- Ownership
- 50% but less than 75%
Sylvia McCormick Burns
Managing Member, Relationship Manager
- CRD
- --
- Ownership
- 25% but less than 50%
Showing 2 of 2 owners & executives
Unlock allContacts
No contact records available.
Showing 0 of 2 contacts
Unlock allAssets Under Management
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $28,188,980 | -- |
| Non-Discretionary | $188,160 | -- |
| Total | $28,377,140 | -- |
Want deeper insight
into 45,000+ RIAs?
What you're seeing here is just the starting point.
Separately Managed Accounts
Total SMA Asset: $28,377,140
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $379,351,185 | 34.4% |
| Equity - Exchange | $307,671,455 | 27.9% |
| U.S. Government/Agency | $415,742,432 | 37.7% |
| Total | $1,102,765,072 | 100.0% |