Firm
Burgess Financial Planning
Portland, Oregon
Fee-only
Burgess Financial Planning at a glance
- One of 191 fee-only firms based in Oregon in the Wellspent graph.
- 1 advisor is listed here, who holds the CFP.
- Its Form ADV reports 1 employee and 177 individual clients, 137 of them high net worth.
- Its average account is about $692,000 (assets it manages divided by its 132 accounts).
Fee-only advisors in Oregon · What fee-only advisors charge in Oregon
Facts
| Based in | Portland, Oregon |
|---|---|
| Website | burgessfinancial.com |
| Phone | (415) 525-1041 |
Burgess Financial Planning fees
What the firm's own website says it charges, checked October 30, 2026. We keep a price only when the exact words stating it appear on the page.
| Account minimum | $1,000,000 |
|---|---|
| How it charges | Hourly |
In the firm's words
"Please note there is a $1M minimum portfolio for this service." source
For comparison, fee-only firms that publish prices charge a median of $4,500 a year for ongoing planning, $2,000 for a one-time plan, $300 an hour, or 1% of assets. See the fee report.
What its SEC filing says
| Paid by | Percentage of assets · Hourly |
|---|---|
| Assets managed | $91 million |
| Individual clients | 40 |
| High-net-worth clients | 137 |
| Accounts managed | 132 |
| Employees | 1 |
| Planning clients | 101-250 |
| Financial planning | Offered |
| Form ADV filed | August 14, 2026 |
| SEC record | CRD 143984 |