# John Burnside

> John Burnside is a fee-only financial advisor at Burnside and Company in Oregon City, Oregon, who holds the CFP credential. John charges a flat fee or retainer and focuses on retirement planning and tax planning.

Page: https://find.wellspent.co/advisors/john-burnside/
Built from SEC adviser records and the firm's website; last checked October 30, 2026.

## Facts

- **Firm:** Burnside and Company
- **Based in:** Oregon City, Oregon
- **Fee model:** Flat fee or retainer
- **Accepting new clients:** Yes (firm's website)
- **Assets under management (firm):** $39.2M across 100 accounts
- **Credentials:** CFP
- **Specialties:** Retirement planning, Tax planning
- **Works with:** High earners
- **CRD:** 2427107 (https://adviserinfo.sec.gov/individual/summary/2427107)
- **SEC registration:** Investment adviser representative in OR
- **Exams passed:** Series 63 (1994), Series 65 (1997)
- **Firm size:** 1 employee
- **Disclosures:** None reported
- **Website:** http://www.burnsideandcompany.com

## Frequently asked questions

### Is John Burnside a fee-only financial advisor?

Yes, according to SEC records as of October 29, 2026: John holds no broker registration, and Burnside and Company reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.

### How does John charge for financial advice?

John charges a flat fee or retainer.

### Where is John Burnside based?

John Burnside is based in Oregon City, Oregon.

### What does John specialize in?

John's specialties include retirement planning and tax planning. John works with high earners.

### What credentials does John Burnside hold?

John Burnside holds the CFP credential.

### Is John Burnside registered with the SEC?

Yes. John Burnside is registered as an investment adviser representative in OR (CRD 2427107), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.

### How much does Burnside and Company manage?

Burnside and Company reports $39.2M across 100 accounts in assets under management.

### How do I contact John Burnside?

Through John's website, www.burnsideandcompany.com.

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/2427107): the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- SEC Investment Adviser Public Disclosure and Form ADV: registration, exams, and firm facts, data as of October 29, 2026
- The firm's website (https://www.burnsideandcompany.com/): specialties, clients served, and fees, checked October 30, 2026

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Source: Wellspent, the public graph of fee-only advisors (https://find.wellspent.co). No paid placement.