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).
Total Assets Under Management5MILLION
Total Number of Accounts47ACCOUNTS
Average Account Value$99,397
- A percentage of assets under your management
- Hourly charges
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
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.