A complete list of active advisors currently associated with Burgess Financial Planning

Warmer can help you find a great advisor at Burgess Financial Planning or one who fits your needs even better.

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.

To learn more about the advisors currently working at Burgess Financial Planning, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.

Name	Location	Years of experience
Sean Burgess	Portland, OR	13

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