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
1355 Nw Everett St, Suite 100, Portland, OR 97209
https://www.linkedin.com/in/sean-burgess-5416a81/
By the Numbers
  • Total Assets Under Management
    70
    MILLION
  • Total Number of Accounts
    125
    ACCOUNTS
  • 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
The map below shows states where this firm has explicit registration only.

CA, OR, TX

Financial Advisors at Burgess Financial Planning
Showing 1 - 1 of 1 top financial advisors.
1
Sean Burgess, financial advisor Portland OR
Sean M. Burgess
CRD#: 5332058
1355 Nw Everett St, Suite 100, Portland, OR 97209

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.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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