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BURGESS FINANCIAL PLANNING
BURGESS FINANCIAL PLANNING, LLC
CRD 143984
1355 NW EVERETT ST, SUITE 100, PORTLAND, OR, 97209, United States
Phone
415-525-1041
Fax
—
Registration
— (—)
Source
State registered
Total AUM
$91.3M
Discretionary AUM
$91.3M
Team
1 total employees; 1 advisory reps; 128 broker-dealer reps
Clients
101-250
Fees
Percentage of AUM; Hourly charges
Org form
Limited Liability Company
Filing date
2026-03-30
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Selection of other advisers
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 40 | $5.2M |
| High net worth individuals | 137 | $86.1M |
All web addresses on file
Official SEC filing: View on IAPD