Burnett Financial Group Inc
How we got $1.9M
Based on its 3 employees and its payroll, both reported for PPP in 2020 and brought up to date.
What we know
Signs of a sale Some signs of a sale
- In business 22 years (since 2004)
- Founder still runs it after 22 years
- Family in the business (Hunter Burnett, Associate Wealth Advisor)
From public records and the company's website, not a statement that it's for sale.
What they do
BFG Wealth Management is a fiduciary, registered investment advisor offering wealth management services, based in Edmond, OK. It serves clients seeking financial planning, investment management and access to private markets.
From the company's website. Industry: Financial advisors.
Estimated value over time
▲ 25% since 2020Today's estimate scaled by the headcount reported each year and that year's prices. A trend, not a record of past sale values.
Compared with similar businesses nearby
| Business | Est. revenue | Distance |
|---|---|---|
| BURNETT FINANCIAL GROUP INC this business | $1.9M | — |
| SOARD FINANCIAL CONCEPTS Edmond · 4 employees | $1.4M | 0.7 mi |
| DISTINCT WEALTH MANAGEMENT LLC Edmond · 2 employees | $1.1M | 0.9 mi |
| MALONEY & DENNIS WEALTH PARTNERS LLC Edmond · 3 employees | $1.9M | 0.9 mi |
| MEL STEWART INVESTMENTSERVICES Edmond · 1 employees | $775K | 1.0 mi |
| ZACHARY D. HAWLEY, LLC Edmond · 1 employees | $450K | 1.3 mi |
| HEALTHCREST SURGICAL MANAGEMENT, LLC Edmond · 23 employees | $16.9M | 1.3 mi |
The full calculation
| Employees reported to the SBA | 3 |
| Revenue from headcount (employees × revenue per employee for companies this size) | $2.0M |
| Revenue from PPP payroll (payroll ÷ payroll's share of revenue for companies this size) | $1.4M |
| Estimate: the two combined (geometric mean) | $1.9M |
| EBITDA margin (industry, adjusted for size) | 35% |
| EBITDA = revenue × margin | $677K |
Figures are shown toward the upper part of their range rather than at its middle.
Brought up to date assuming revenue has grown 8% a year since 2020, when the PPP figures were reported; included above.
| Estimated value = EBITDA × typical sale multiple | $1.9M |
| Multiple for this size and industry | 2.8× |
| Value range | $998K – $2.6M |
| Revenue range | $1.3M – $2.2M |
| EBITDA range | $445K – $772K |
| Industry (NAICS) | Miscellaneous Financial Investment Activities (523999) |
EBITDA margin: from IRS tax returns of S corporations in this industry (2019–2022), adjusted for company size: smaller companies typically run higher margins. EBITDA here is after owners' salaries.
Benchmarks: US Economic Census 2022. PPP loans were sized on 2019–2020 payroll, so figures reflect that period. These are statistical estimates, not reported financials. Full methodology
People & advisors
“But in 2004, he resolved to form Burnett Financial Group, and chose the Registered Investment Adviser (RIA) structure in 2013 because it gave him the greatest opportunity to serve clients through a tailored, team-oriented approach.”
Leadership
- SHStacey HodsonDirector of Operations & Client Service · Company website · source
- HBHunter BurnettAssociate Wealth Advisor · Company website · source
Advisors
- BankingValor BankPPP / SBA lender
From the company's own website and public filings (DOL Form 5500, IRS Form 990, SBA). Roles are as stated there and may be out of date.
Banking relationships
| Valor Bank PPP 2020 | All 81 borrowers → |
From PPP and SBA loan records, which name the bank but not the individual banker.
PPP loans
| Approved | Draw | Amount | Jobs |
|---|---|---|---|
| 4/7/2020 | first | $43K | 3 |
Public records
Matched to this business by name and address from public government data; a match can occasionally be wrong.
About Burnett Financial Group Inc
Burnett Financial Group Inc is a financial advisors company in Edmond, Oklahoma, in business since 2004. It is owned by Ralph Burnett (CEO). Its estimated annual revenue is about $1.9M, with roughly $677K of EBITDA. It has about 3 employees. Its estimated business value is $1.9M (likely range $998K–$2.6M).
Common questions
- Who owns Burnett Financial Group Inc?
- Burnett Financial Group Inc is owned by Ralph Burnett (CEO), according to public sources such as the company's website or filings.
- How much revenue does Burnett Financial Group Inc make?
- SeeBITDA estimates Burnett Financial Group Inc's annual revenue at about $1.9M (likely between $1.3M and $2.2M), based on public records such as its PPP loan and retirement-plan filings, brought up to 2026.
- What is Burnett Financial Group Inc worth?
- About $1.9M, roughly 2.8× its estimated EBITDA of $677K, typical for a financial advisors company its size. Likely range: $998K–$2.6M.
- How many employees does Burnett Financial Group Inc have?
- About 3, as reported on its PPP loan.
- When was Burnett Financial Group Inc founded?
- Burnett Financial Group Inc has been in business since 2004.