Burgess Financial Planning provides financial planning and investment services to individuals. Services include hourly financial planning and investment consultation, as well as investment management. Burgess Financial Planning may engage Betterment, LLC to provide investment management subadvisory services for clients.
Assets Under Management$82M
Clients178
Advisors1
Avg. per Client$460K
Avg. per Advisor$82M
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Fee Structure
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $300K | 0.90% |
| $300K+ | 0.30% |
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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