Sean Burgess is a CFP-designated registered investment advisor at Burgess Financial Planning, based in Portland, OR, with 12 years of industry experience. Sean operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 2 more. Their firm serves 178 clients with $82M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $300K | 0.90% |
| $300K+ | 0.30% |
Fee Estimator
Location
1355 NW Everett St, Suite 100, Portland, OR, 97209
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Learn about disclosures →Employment History
Current Registrations
Burgess Financial Planning
State Registrations3 states
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