Burgess Financial Planning
Burgess Financial Planning (CRD# 143984) is a financial advisory firm headquartered in Portland, OR. They manage $69,733,079 in 125 accounts and serve the financial needs of clients across 3 states (or territories).
Current Firm Details
By the Numbers
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Total Assets Under Management70MILLION
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Total Number of Accounts125ACCOUNTS
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Average Account Value$557,865
Compensation Options
- A percentage of assets under your management
- Hourly charges
Advisory Services Offered
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
Types of Clients
Registered States
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Registered Investment Advisor
The map below shows states where this firm has explicit registration only.
CA, OR, TX
Financial Advisors at Burgess Financial Planning
1
Sean Burgess (CRD# 5332058) is an Investment Advisor Representative working at Burgess Financial Planning in Portland, OR and has over 17 years of experience in the finance industry.
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