B
Burgess Financial Planning
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$91,309,924
Clients
177
77% high-net worth
Advisors
1
of 1 employees
Firm type
Independent
1 advisor
Fewer clients per advisor generally means more personalized, proactive service. Higher ratios may reflect streamlined models or lower minimums.
Clients per advisor
177
Very HighAverage account size
$515,875
About
The firm serves individual investors, families, and their trusts and estates, offering hourly, fee-only financial planning and investment consultation alongside discretionary investment management and retirement-plan rollover advice. It manages roughly $91 million for about 177 client relationships and provides both scheduled reviews and a “real‑time” same‑day planning option for focused issues.
The investment approach is grounded in Modern Portfolio Theory with a long‑term, buy‑and‑hold framework, periodic rebalancing, and asset allocation set by an investment policy statement tailored to client objectives and risk tolerance. The firm uses fundamental analysis and emphasizes ETF/index exposures, tax‑efficiency considerations (including qualified dividend income), and implements portfolios via a combination of its own supervisory accounts and a third‑party subadviser that provides ETF portfolio management and rebalancing.
Distinctive features include operating as a solo, fee‑only adviser while maintaining multiple offices and combining an on‑demand hourly planning model with discretionary AUM services implemented partly through a robo‑style subadviser — a hybrid that is less common among independent single‑advisor firms. The principal also holds insurance licenses and may offer insurance products, a relationship the firm discloses and says it will address up front to manage potential conflicts of interest.
Client services
Financial planning
Portfolio management
Selection of other advisers
Expertise
Cash flow / budgeting
General retirement planning
College savings (529s, UTMA, etc.)
Fee options
$0 - $300,000: 0.90% annually $300,001+: 0.30% annually
$360 per hour billed in six-minute increments
Fee-only: Hourly fees at $360 per hour billed in six-minute increments; also asset-based fees for investment management
Main office location
Burgess Financial Planning
1355 Nw Everett St, Suite 100
Portland OR 97209, United States
Number of offices
3
Most active in
Burgess Financial Planning has reported serving >5 clients in these states in the last 12 months.
California · Oregon · Texas
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is not active or affiliated with:
-
Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
Quick links
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