Burgess Financial Planning

Overview

Burgess Financial Planning is an independent registered investment adviser organized as an LLC and owned by an individual. The firm serves primarily individual and family clients and bills on a combination of a percentage-of-assets-under-management and hourly fee basis. Its core services are financial planning, discretionary portfolio management for individuals and small businesses, and the selection of outside advisers and managers. Burgess identifies as a capital allocator and does not characterize itself as an active ESG investor or a multi-state adviser.

Assets & Accounts

Investments & Alternatives