# Sean Burgess

> Sean Burgess is a fee-only financial advisor at Burgess Financial Planning in Portland, Oregon, who holds the CFP credential. Sean charges hourly fees (a $1,000,000 asset minimum).

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

## Facts

- **Firm:** Burgess Financial Planning
- **Based in:** Portland, Oregon
- **Fee model:** Hourly
- **Fees (firm's website):** a $1,000,000 asset minimum
- **Assets under management (firm):** $91.3M across 132 accounts
- **Credentials:** CFP
- **CRD:** 5332058 (https://adviserinfo.sec.gov/individual/summary/5332058)
- **SEC registration:** Investment adviser representative in CA, OR, TX
- **Exams passed:** Series 65 (2007)
- **Firm size:** 1 employee
- **Disclosures:** None reported
- **Website:** http://www.burgessfinancial.com/

## Frequently asked questions

### Is Sean Burgess a fee-only financial advisor?

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

### How does Sean charge for financial advice?

Sean charges hourly fees.

### How much does Sean charge?

According to Burgess Financial Planning's website, checked October 30, 2026: a $1,000,000 asset minimum.

### Where is Sean Burgess based?

Sean Burgess is based in Portland, Oregon.

### What credentials does Sean Burgess hold?

Sean Burgess holds the CFP credential.

### Is Sean Burgess registered with the SEC?

Yes. Sean Burgess is registered as an investment adviser representative in CA, OR and TX (CRD 5332058), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.

### How much does Burgess Financial Planning manage?

Burgess Financial Planning reports $91.3M across 132 accounts in assets under management.

### How do I contact Sean Burgess?

Through Sean's website, www.burgessfinancial.com.

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/5332058): 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.burgessfinancial.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.