Burgess Financial Planning
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Burgess Financial Planning serves individual and family clients, including their trusts and estates, providing fee-only financial planning on an hourly basis along with investment management and investment supervisory services. The firm also offers retirement-plan rollover advice, education and estate-planning coordination, and a same-day “real-time” planning option for targeted issues.
The firm’s investment work is grounded in Modern Portfolio Theory, emphasizing diversified, long-term asset allocation with periodic rebalancing and written investment policy statements tailored to client objectives and constraints. For implementation and custody it uses established custodial relationships and a subadvisory arrangement with Betterment for ETF-based portfolios, while retaining ongoing oversight and acting as the primary client contact for platform-managed accounts.
Distinctive aspects include the accessible hourly, no-minimum planning model and on-demand same-day advice that differ from the retainer- or AUM-centric approaches of many peers. The founder is a CFP® who manages the firm’s advisory services and combines traditional planning and supervisory work with a formal robo-advisor subadvisory relationship and a licensed insurance practice (with disclosed potential for insurance commissions), while overseeing approximately $91 million in client assets for about 177 clients.
Client services
Expertise
Occupation focus
Fee options
$0 - $300,000: 0.90% annually Over $300,000+: 0.30% annually
$360 per hour, billed in six-minute increments.
Fee-only: Financial planning and investment consultation services at $360 per hour, billed in six-minute increments.
Main office
1355 NW Everett St, Suite 100
Portland OR 97209
Advisors at this office
1
Most active in
California · Oregon · Texas
Also doing business as
Burgess Financial Planning · Burgess Financial Planning, LLC · Burgess, Sean Michael · Sean Michael Burgess
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
Quick links
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