# BURGESS FINANCIAL PLANNING

BURGESS FINANCIAL PLANNING of PORTLAND, OR is an SEC-registered investment adviser.

## Registration

- CRD: 143984
- Type: SEC-registered investment adviser
- Location: 1355 NW EVERETT ST, PORTLAND, OR, 97209
- Phone: 415-525-1041
- Latest filing: 2026-03-30
- Regulatory AUM: $91.3M
- Discretionary AUM: $91.3M
- Clients: 1
- Accounts: 132

## Business model

- Compensation: % of AUM, Hourly
- Clients served: Individuals, High net worth, Charities

## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/143984/brochure
- Similar advisers: https://search.stillhousedata.com/firm/143984/similar
- Related entities: https://search.stillhousedata.com/firm/143984/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/143984

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Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.