BURGESS INVESTMENT GROUP, LLC

RIASEC RegisteredEst. 2026

Total AUM

$147M

Discretionary

$146M

99% of AUM

Avg account

$170K

Accounts

864

Employees

Advisory reps

Firm details

Headquarters: GREENVILLE, South Carolina
CRD number: 318698
Registered since: January 2, 2026
Website: www.bigmoneyretirement.com
Custodians: SEI INVESTMENTS DISTRIBUTION CO.
Fee structure: Percentage of AUM, Fixed Fees
Client types: Individuals57.56%
HNWI41.73%
Charitable Organizations0.7%
Services: Financial PlanningPortfolio Management for Individuals

Firm profile

FINTRX

Overview

Burgess Investment Group, LLC is a small independent registered investment adviser organized as an LLC and listed as SEC-registered in 2026. The firm is owner-operated and serves both individual/family clients and some institutional relationships, with a business model built around financial planning and portfolio management for individuals and small businesses. Its fee arrangements include percentage-of-AUM pricing as well as fixed-fee engagements. Burgess does not position itself as an ESG-focused manager, is not a multi-state adviser, and does not describe itself as a pension consultant or capital allocator. The firm maintains an industry relationship with an insurance company, which aligns with its use of certain insurance-linked products.