BURGESS FINANCIAL PLANNING

BURGESS FINANCIAL PLANNING of PORTLAND, OR is an SEC-registered investment adviser (CRD 143984). Regulatory assets under management: $91.3M.

Registration

• CRD: 143984
• Type: 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.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 143984 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search