Burgess Financial Planning

Burgess Financial Planning (CRD# 143984) is a financial advisory firm headquartered in San Francisco, CA. They manage $4,671,677 in 47 accounts and serve the financial needs of clients across 1 states (or territories).

Current Firm Details
222 Columbus Ave, #211, San Francisco, CA 94133
http://www.burgessfinancialplanning.com/
By the Numbers
  • Total Assets Under Management
    5
    MILLION
  • Total Number of Accounts
    47
    ACCOUNTS
  • Average Account Value
    $99,397
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Commissions
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

CA

Financial Advisors at Burgess Financial Planning
Showing 1 - 1 of 1 top financial advisors.
1
Sean Burgess, financial advisor San Francisco CA
Sean M. Burgess
CRD#: 5332058
222 Columbus Ave, #211, San Francisco, CA 94133
96
Wealthminder
score

Sean Burgess (CRD# 5332058) is an Investment Advisor Representative working at Burgess Financial Planning in San Francisco, CA and has over 10 years of experience in the finance industry. Sean Burgess has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

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.

Do not rely solely on the information on this page. The information may be inaccurate, incomplete or outdated. For the most accurate and up-to-date information, please search for the firm or individual on the SEC site at http://www.adviserinfo.sec.gov/IAPD/Content/Search/iapd_Search.aspx

Ready to hire a financial advisor? Get competitive proposals from multiple advisors.
Request Proposals