Burgess Wealth Advisory

Burgess Wealth Advisory (CRD# 173898) is a financial advisory firm headquartered in Richmond, VA. They manage $15,900,000 in 120 accounts and serve the financial needs of clients across 1 states (or territories).

Current Firm Details
By the Numbers
  • Total Assets Under Management
    16
    MILLION
  • Total Number of Accounts
    120
    ACCOUNTS
  • Average Account Value
    $132,500
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
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.

VA

Financial Advisors at Burgess Wealth Advisory
Showing 1 - 1 of 1 top financial advisors.
1
Jeffrey M. Burgess
CRD#: 2901944
3900 Westerre Parkway, Suite 300, Richmond, VA 23233
83
Wealthminder
score

Jeffrey Burgess (CRD# 2901944) is an Investment Advisor Representative working at Burgess Wealth Advisory in Richmond, VA and has over 19 years of experience in the finance industry.

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