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Jeffrey Burgess

Compass Financial Management LLC
28 Years of Experience
Richmond, VA
1 Disclosure
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Jeffrey Burgess is a registered investment advisor at Compass Financial Management LLC, based in Richmond, VA, with 28 years of industry experience. Jeffrey operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include High Net Worth, Investment Management, Retirement Planning. Their firm serves 2,228 clients with $890M in assets under management.

Compass Financial Management LLC
Compensation
Fee-Only (% of Portfolio)
Firm Size
46 advisors
Number of Clients
2,228 clients
Average Client Portfolio
$401K average
Assets Under Management
$893.8M

Fee Structure

Minimum Investment:$250K
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $1.0M1.95%
$1.0M - $3.0M1.75%
$3.0M - $5.0M1.50%
$5M+1.00%
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
View Full SEC Brochure

Location

3900 Wetserre Pkwy Suite 300, Richmond, VA, 23233

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History

Regulatory History (1)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Customer Dispute
December 2014
Denied
View Full SEC ReportHow to Read Disclosures
Employment History
Current Registrations
Compass Financial Management LLC
January 2026 - Present · 9 mos
Previous Registrations
Burgess Wealth Advisory
January 2015 - January 2026 · 11 yrs
Ameriprise Financial Services, INC.
September 1998 - January 2015 · 16 yrs 4 mos
State Registrations1 state
VA
Advisor

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Exams
No exam information available for this advisor.
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