Burnside and Co.
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$34,600,000
Clients
40
75% 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
40
HighAverage account size
$865,000
About
Burnside and Co. provides investment management, ongoing financial planning, and pension consulting to a mix of individual investors, high-net-worth individuals, employer-sponsored retirement plans, and other business entities. The firm offers portfolio implementation, ongoing monitoring, and client access to performance and planning portals as part of tailored advisory relationships.
The firm’s investment approach emphasizes diversified asset allocation, using a core of low-cost index funds with active strategies added when clients seek potential outperformance, and applies fundamental analysis, modern portfolio theory, and quantitative methods. Portfolios are periodically rebalanced and reviewed, and services are delivered on both discretionary and non-discretionary bases depending on client needs.
What distinguishes the firm relative to many peers is its explicit pension consulting practice, which includes ERISA fiduciary services such as investment policy development, fund selection and non-discretionary investment management, alongside non-fiduciary support like vendor searches, benchmarking, plan implementation and employee education. The firm manages roughly $34.6 million across about 40 client relationships, reflecting a practice that supports both individual investors and small plan sponsors with hands-on implementation and oversight.
Client services
Financial planning
Portfolio management
Pension consulting
Expertise
Active portfolio management
Options & derivatives strategies
Fee options
Pension consulting services charged an annual fixed fee ranging from $1,000 to $10,000, billed quarterly in arrears.
Hourly rate is $150 per hour; fees are calculated based on estimated hours per month times 12 months.
Fee-only: Annual fixed fees based on estimated hours per month x 12 x $150/hour; examples include $1,800 for 1 hour/month, $3,600 for 2 hours/month, up to $9,000 for 5 hours/month, billed quarterly in arrears.
Main office location
Burnside and Co.
1300 John Adams Street #103, #103
Oregon City OR 97045, United States
Number of offices
2
Most active in
Burnside and Co. has reported serving >5 clients in these states in the last 12 months.
Oregon
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.
-
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
-
Bank
They're affiliated with a bank that may offer its own financial products and services.
-
Trust company
They provide trust and estate administration services, typically for separate fees.
-
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
-
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
-
Lawyer
They provide legal services, typically billed separately.
-
Real estate agent
They facilitate real estate transactions and may earn commissions.
-
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
Not sure where to start?
We'll help you think it through – whether you ultimately need an advisor or not.
Warmer provides personalized recommendations and introductions to independent fiduciary advisors. We do not supervise advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
Each advisor listed on our site is an independent fiduciary responsible for their own advice. Warmer may receive fees from advisors for participation or referrals; these fees are paid by advisors and do not affect the fees clients pay for advisory services.
For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Please review an advisor's Form ADV and do your own diligence before entering into an advisory relationship.
By using our service, you agree to Warmer's Terms of Service and Advisory Agreement and Privacy Policy. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. ("Warmer")