Sean Burgess
Burgess Financial Planning · Portland, Oregon
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).
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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 | $91.3M across 132 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in CA, OR, TX · CRD 5332058 |
| Exams passed | Series 65 (2007) |
| Firm size | 1 employee |
| Disclosures | None reported |
| Website | www.burgessfinancial.com |
| Profile |
How Sean's firm compares
- Burgess Financial Planning's average account is about $692,000, from its Form ADV (assets managed divided by 132 accounts).
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Questions about Sean
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.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- SEC adviser records : 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
- Burgess Financial Planning website : specialties, clients served, and fees, checked October 30, 2026
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
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