# Burgess Financial Planning

> Burgess Financial Planning is a state-registered investment advisory firm in Portland, OR, registered since 2007, reporting $25 million to $100 million in regulatory assets under management in its Form ADV filing dated August 14, 2026.

- CRD: 143984
- Filed as: BURGESS FINANCIAL PLANNING
- Legal name: Burgess Financial Planning, LLC
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Portland, OR
- Filing period: October 2026
- Form ADV filing dated: August 14, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/143984
- AdvisorCensus page: https://advisorcensus.com/firm/burgess-financial-planning-portland-or-143984

## Quick answers

**How is Burgess Financial Planning compensated?**
On its Form ADV (Item 5.E, October 2026), Burgess Financial Planning reports these compensation arrangements: a percentage of assets under its management; hourly charges. The amounts are in Item 5 of its Form ADV Part 2A brochure.

**Where is Burgess Financial Planning located?**
Burgess Financial Planning's principal office is in Portland, OR, according to its Form ADV.

**Is Burgess Financial Planning registered with the SEC or a state?**
Burgess Financial Planning is a state-registered investment advisory firm, registered since 2007. Status as filed: APPROVED. CRD 143984.

**How much does Burgess Financial Planning manage?**
Burgess Financial Planning reports $91,309,924 in regulatory assets under management in its Form ADV filing dated August 14, 2026 (100% discretionary).

**What types of clients does Burgess Financial Planning serve?**
By number of clients on Form ADV Item 5.D: high net worth individuals (137); individuals (other than high net worth individuals) (40).

**Does Burgess Financial Planning report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's public record on IAPD: https://adviserinfo.sec.gov/firm/summary/143984

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Hourly charges

### Regulatory assets under management (Item 5.F)
- Total: $91,309,924
- Discretionary: $91,309,924
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 40 | $5,245,610 |
| High net worth individuals | 137 | $86,064,314 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)

### Firm details
- Registered since: 2007 (19 years)
- Employees: 1 total, 1 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: CA, OR
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- burgessfinancial.com
- yelp.com/biz/burgess-financial-planning-san-francisco
- LinkedIn @SEAN-BURGESS-5416A81

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Burgess Financial Planning (CRD 143984): Form ADV filing data as of October 2026.