Ethos Financial Group
46yrs
Top advisor by experience in King Of Prussia
16yrs
Kaleb Burns
Full name on record: Kaleb Matthew Burns
Financial advisor at Independence Square Holdings
Kaleb Burns is a fiduciary financial advisor in King Of Prussia, Pennsylvania, with 16 years in the industry. After less than a year at ISQ Capital and five years at Citizens Securities, Kaleb joined Independence Square Holdings in 2022, a firm offering financial planning, investment management, and retirement plan consulting. Independence Square Holdings reports being paid through a percentage of assets, hourly fees, and subscription fees.
One of 179 advisors with offices in King Of Prussia, and one of 152 fiduciaries.
At a glance
Experience16 years (since 2010)
How that compares ?More experience than 52% of advisors nationwide
Office150 South Warner Road Suite 300, King Of Prussia, PA 19406
How the firm is paid ?Percent of assets, Hourly, Subscription, Flat fee, Commissions, Performance fee, Other
Typical client at the firm ?$692,031
Advisors at the firm33
States licensed ?1 state
Services through Independence Square Holdings
Financial planningInvestment management for individuals and small businessesRetirement plan consultingChoosing other investment managersNewsletters and publications
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Career
- Feb 2026 – Mar 2026ISQ CapitalPreviously
- 2022 – nowIndependence Square Holdings, LLCCurrent firm
- 2015 – 2020Citizens Securities, Inc.Previously
- Apr 2014 – Jan 2015Santander Securities LLCPreviously
- Apr 2013 – Apr 2014Citizens Securities, Inc.Previously
Contact Kaleb
(610) 520-1500Independence Square Holdings main office 150 South Warner Road Suite 300King Of Prussia, PA 19406Office · Get directions LinkedIn pageIndependence Square Holdings
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Questions to ask Kaleb
Tailored to Kaleb’s registration and firm.
- Your firm can charge performance-based fees. Would that apply to me?
- What does a financial plan with you include, and how often is it updated?
- If you use outside managers, how are they chosen and what do they cost on top of your fee?
- Where would my money be held, and will I get statements directly from that firm?
- What would I pay in total each year, in dollars, including fund and trading costs?
My notes and scorecard
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About Kaleb
How do I contact Kaleb?
Call Independence Square Holdings at (610) 520-1500 and ask for Kaleb Burns. Kaleb works from the King Of Prussia, PA office.
How long has Kaleb been a financial advisor?
Kaleb has been in the industry since 2010, about 16 years. More experience than 52% of advisors nationwide.
What licenses does Kaleb hold?
Series 63, Series 65. Tap any license on this page to see what it allows.
Is Kaleb a fiduciary?
Kaleb is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Kaleb paid?
Independence Square Holdings reports being paid by a percentage of the assets they manage, hourly fees, subscription fees, flat or fixed fees, commissions on some products, a share of investment gains, other fees. Ask Kaleb for your total yearly cost in dollars.
Official record as of October 3, 2026.
This profile is for information only and is not financial advice or a recommendation.
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